Financial Solutions Advisor - Ft Myers-Naples Market

Bank of America; Campania; In loco; EUR 40.000 - 70.000; Tempo pieno

Descrizione del lavoro

A leading financial services provider in Italy is seeking a financial advisor to assist clients in achieving their financial goals. The successful candidate will have comprehensive responsibilities including triaging client leads, recommending brokerage products, and building financial plans. Candidates should possess Series 7 & 66 licenses, with prior experience in the investments or sales industry. This role operates in a fast-paced environment, fostering client relationships while managing risk and compliance.

Competenze

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investments industry.
• Strong computer skills with the ability to multitask.

Mansioni

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investments strategies.
• Triages client requests and makes referrals to appropriate service providers.

Conoscenze

Advisory

Client Management

Risk Management

Active Listening

Oral Communications

Attention to Detail

Formazione

Series 7 & 66 licenses

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Descrizione del lavoro

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

• 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

Shift

1st shift (United States of America) Hours Per Week: 40