Financial Solutions Advisor – Private Bank
Bank of America
full-time
Posted on:
Location Type: Office
Location: Forest Hills • Massachusetts, New Jersey, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $75,000 - $85,000 per year
Job Level
Mid-LevelSenior
About the role
- Provides comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Triages client leads, making referrals to business partners based on client needs and asset thresholds.
- Meets with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
- Applies and expands knowledge by completing required licenses and trainings.
- This position is subject to SAFE Act registration requirements.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
- Depth and breadth of relationship management product/solutions knowledge and experience
- Acts as a client advocate
- Is a self-starter who efficiently manages time and capacity
- 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.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
- industry-leading benefits
- access to paid time off
- resources and support to our employees
- help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment trainingknowledge of investment productsbrokerage products
Soft skills
relationship managementclient advocacyself-startertime managementgoal settingcollaborationeffective communicationadaptabilitythoroughnessthoughtfulness
Certifications
Series 7 licenseSeries 66 licenseSAFE Act registration