Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Woodbridge • Virginia • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Key responsibilities include triaging client leads, making referrals 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.
- Job expectations include applying and expanding knowledge by completing required licenses and trainings.
- 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 recommended.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently 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.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
- stock options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment productsbrokerage productsclient lead triagingreferral managementgoal settingregulatory due diligencesales experienceinvestment trainingclient engagement
Soft skills
relationship buildingcollaborationeffective communicationgoal accomplishmentadaptabilitytime managementproblem solvingthoroughnessthoughtfulnessnavigating complexity
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license