Financial Solutions Advisor – Consumer Investments
| Company | Bank of America |
|---|---|
| Location | Port Orange, FL, USA, Melbourne, FL, USA, Lake Mary, FL, USA, Palm Coast, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
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.
Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
- Recommends banking and investments strategies that align with client financial 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 recommended.
Preferred Qualifications
- Strong computer skills with an ability to multitask in a demanding environment.
- 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.