Financial Advisor – Southeast Coastal Market
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Mount Pleasant • South Carolina • United States
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Job Level
About the role
- Develop a book of business in order to meet and exceed established performance hurdles
- Effectively prioritize sourcing prospective clients and executing highly customized solutions to meet client needs
- Recommend investment products and services that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences
- Balance investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development
- Organize and manage resources (time, people, budget) to run a productive practice
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal)
- Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Benefits
- Comprehensive wealth management and investment products and services
- Professional development training and one-on-one coaching
- Opportunities for collaboration and mentorship
- Support through workforce reduction and similar measures
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment productsinvestment servicesprospectingclient engagementrelationship buildingneeds assessmentsolution recommendationperformance metricssales goalsfinancial analysis
Soft Skills
interpersonal skillscommunication skillstrust buildingcollaborationlistening skillsgoal orientationentrepreneurial mindsetfollow-throughinfluenceproblem solving
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license