Financial Solutions Advisor-Consumer Investments-Portland Metro Area

Bank of America; Vancouver; On-site; CAD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a Financial Advisor in Vancouver to provide tailored financial advice and solutions to clients. You will be responsible for developing financial plans, recommending investment strategies, and meeting clients to assess their financial goals. Ideal candidates will hold Series 7 & 66 licenses with experience in investment products. Join us to help clients achieve their financial aspirations in a rewarding environment with significant growth potential.

Benefits

Industry-leading benefits

Paid time off

Incentive plan eligibility

Qualifications

• 1 year experience in investments industry with knowledge of investment products.
• 1 year in financial services or sales with goal achievement experience.
• Experience with regulatory compliance and risk management.

Responsibilities

• Work with clients to develop financial goals and build financial plans.
• Triages client requests and makes appropriate referrals.
• Identify and engage potential new clients.

Skills

Advisory

Account Management

Client Solutions Advisory

Active Listening

Risk Management

Education

Series 7 & 66 licenses

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Tools

Strong computer skills

Job description

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. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.

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

Required Qualifications

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.

Desired Qualifications :

• Mandarin strongly desired (contingent upon location)
• 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.
Skills :

Description

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. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.

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

Required Qualifications

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.

Desired Qualifications :

Mandarin strongly desired (contingent upon location)

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.

Skills :

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed

Shift :

1st shift (United States of America)

Hours Per Week :

Pay Transparency details

US - WA - Vancouver - 13411 Se Mill Plain Blvd - MILL PLAIN BC (WA0109), US - WA - Vancouver - 3317 SE 192nd Ave - SE 192nd BC (WA0122)Pay and benefits informationPay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and / or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.