Financial Solutions Advisor - Consumer Investments - Southern Philly Market

Bank of America; Doylestown (Bucks County); On-site; USD 50,000 - 100,000; Full time

Job summary

Join a forward-thinking financial services company dedicated to improving clients' financial lives. This role offers the chance to provide comprehensive financial advice and customized solutions to clients, helping them achieve their goals. With a strong emphasis on relationship-building and effective communication, you will thrive in a dynamic environment. The company values diversity and inclusion, providing a supportive workplace that encourages personal and professional growth. If you are passionate about making a difference in clients' lives and have the required licenses and experience, this opportunity is perfect for you.

Qualifications

• Experience in the investments industry with a focus on client solutions.
• Strong communication and relationship-building skills are essential.

Responsibilities

• Provide customized financial advice to clients to achieve their goals.
• Triaging client leads and making referrals to business partners.

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

Education

Series 7 & 66 licenses

Insurance licenses

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Job description

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference. Join us!

Job Responsibilities:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include:

1. Triaging client leads and making referrals to business partners based on client needs and asset thresholds.
2. Meeting with clients to review financial and investment goals.
3. Building a financial plan and recommending brokerage products.
4. 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Required Qualifications:

1. Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
2. At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
3. At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
4. Strong relationship-building skills and effective communication abilities.
5. Capable of managing goals and navigating complexity in a fast-paced environment.
6. Thorough in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

1. Strong computer skills with an ability to multitask in a demanding environment.
2. At least three years’ experience working in the financial service industry and/or a sales environment.
3. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
4. Obtained your insurance licenses.

Skills:

1. Advisory
2. Account Management
3. Client Experience Branding
4. Customer and Client Focus
5. Oral Communications
6. Issue Management
7. Client Solutions Advisory
8. Pipeline Management
9. Active Listening
10. Attention to Detail
11. Risk Management
12. Policies, Procedures, and Guidelines
13. Client Management
14. Causation Analysis
15. Written Communications

Shift: 1st shift (United States of America)

Hours Per Week: 40