Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Asheville • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals
- Triage client leads and make referrals to business partners based on client needs and asset thresholds
- Meet with clients to review financial and investment goals and build a financial plan
- Recommend brokerage products, banking and money managed solutions, including stocks, bonds, mutual funds, annuities
- Recommend banking and investments strategies that align with client financial goals and needs
- Mitigate and control risk as part of daily activities
- Identify and engage potential new clients through referrals or financial center clientele
- Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
- Apply and expand knowledge by completing required licenses and trainings
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses; if missing 66, must pass 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
- Builds and nurtures strong relationships
- Collaborates effectively with others
- 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
- This position is subject to SAFE Act registration requirements; employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing
- Schedule: Monday – Fridays and rotating Saturdays; Shift: 1st shift; Hours Per Week: 40
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Desired: Strong computer skills with an ability to multitask; at least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded; achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC); obtained your insurance licenses
Benefits
- offering competitive benefits to support their physical, emotional, and financial well-being
- opportunities to learn, grow, and make an impact
- flexibility through a multi-faceted approach depending on role
- recognizing and rewarding performance
- inclusive workplace and support for teammates and their families
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment productsbrokerage productsbanking solutionsmoney management solutionsstocksbondsmutual fundsannuitiesrisk mitigationfinancial planning
Soft skills
goal settingrelationship buildingcollaborationeffective communicationtime managementadaptabilityproblem solvingthoroughnessthoughtfulnessclient engagement
Certifications
Series 7 licenseSeries 66 licenseCertified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)insurance licenses