Financial Solutions Advisor Consumer Investments - Greenville Market

Bank of America Corporation; Anderson (SC); Presencial; USD 65.000 - 100.000; Jornada completa

Descripción de la vacante

Bank of America in Anderson, SC is seeking a skilled financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals through brokerage products and banking solutions. You will triage leads, meet with clients, build financial plans, and refer to business partners as appropriate.

The role requires Series 7 and 66 licenses (or equivalents) with at least one year in investments or financial services, strong relationship-building

Formación

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collab…

Responsabilidades

• 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

Conocimientos

Series 7

Series 66

Investment advisory

Client relationship management

Descripción del empleo

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. 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 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses


• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services


• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded


• Sets and accomplishes goals, achieving whatever one sets their mind to


• Builds and nurtures strong relationships


• Collab…