Financial Solutions Advisor - Registered Candidate - Fifth Avenue Financial Center

Bank of America; Campania; In loco; EUR 30.000 - 50.000; Tempo pieno

Descrizione del lavoro

A financial services firm in Campania is seeking a Financial Solutions Advisor to assist clients in achieving their financial goals. You will provide a complete range of banking and investment advice, engage with clients, and manage referrals. Ideal candidates should possess strong communication skills and multitasking abilities in a fast-paced setting. A High School Diploma or equivalent is required, along with registration under the SAFE Act.

Mansioni

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investments strategies aligning with client goals.
• Triages client requests to appropriate service providers.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals.

Conoscenze

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Formazione

High School Diploma / GED / Secondary School or equivalent

Descrizione del lavoro

Description

The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include : Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews / presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills : Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment.

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, such as 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

Skills

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

Schedule : Monday-Friday and rotating Saturdays

Shift :

1st shift (United States of America)

Hours Per Week : 40