Bank of America
Financial Solutions Advisor - Pioneer Valley Market
Bank of America, Branford, Connecticut, us, 06405
Overview
Financial Solutions Advisor - Pioneer Valley Market at Bank of America. This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range: $65,000.00/yr - $80,000.00/yr Job Description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. This position is focused on providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, referring to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The role requires completing required licenses and trainings and adheres to SAFE Act registration requirements for residential loan mortgage originations. Responsibilities
Works with clients to plan short- and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, and banking and money management solutions). Recommends banking and investment strategies aligned with client goals and needs. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities. Identifies and engages potential new clients through referrals or financial center clientele. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services. Schedule
Monday – Friday and rotating Saturdays Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66); if you do not hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. At least one year of experience in the investments industry, including investment training and knowledge of investment products and services. At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded. Ability to set and accomplish goals, build and nurture relationships, and collaborate effectively with others. Effective communication and client engagement; comfortable interacting with all clients. Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment. Willingness to learn, adapt to new information, and seek the right solutions for clients. Efficient time and capacity management. Incorporates regulatory due diligence into daily activities and long-term client strategies (SAFE Act requirements). Desired Qualifications
Strong computer skills and ability to multitask in a demanding environment. Three or more years of experience in the financial services industry and/or a sales environment where goals were met or exceeded. Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Insurance licenses. Skills
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
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Financial Solutions Advisor - Pioneer Valley Market at Bank of America. This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range: $65,000.00/yr - $80,000.00/yr Job Description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. This position is focused on providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, referring to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The role requires completing required licenses and trainings and adheres to SAFE Act registration requirements for residential loan mortgage originations. Responsibilities
Works with clients to plan short- and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, and banking and money management solutions). Recommends banking and investment strategies aligned with client goals and needs. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities. Identifies and engages potential new clients through referrals or financial center clientele. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services. Schedule
Monday – Friday and rotating Saturdays Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66); if you do not hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. At least one year of experience in the investments industry, including investment training and knowledge of investment products and services. At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded. Ability to set and accomplish goals, build and nurture relationships, and collaborate effectively with others. Effective communication and client engagement; comfortable interacting with all clients. Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment. Willingness to learn, adapt to new information, and seek the right solutions for clients. Efficient time and capacity management. Incorporates regulatory due diligence into daily activities and long-term client strategies (SAFE Act requirements). Desired Qualifications
Strong computer skills and ability to multitask in a demanding environment. Three or more years of experience in the financial services industry and/or a sales environment where goals were met or exceeded. Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Insurance licenses. Skills
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
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