Financial Solutions Advisor - Consumer Investments - West Detroit Market

Onward Injury Law; West Bloomfield Charter Township (MI); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Advisor to join their dynamic team. In this role, you will provide tailored financial advice and comprehensive solutions to clients, helping them achieve their investment goals. You will triage client leads, build financial plans, and recommend suitable products while collaborating with business partners. This position offers a unique opportunity to grow your career in a supportive and inclusive environment, where your contributions will make a meaningful impact on clients' financial lives. If you are passionate about finance and client service, this role is perfect for you.

Qualifications

• Minimum one year experience in the investments industry required.
• Strong communication and relationship-building skills are essential.

Responsibilities

• Provide comprehensive advice and customized solutions to clients.
• Meet with clients to review financial and investment goals.

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 License

Series 66 License

CFP or CRPC Designation

Job description

Financial Solutions Advisor - Consumer Investments - West Detroit Market

Grand Rapids, Michigan; Brighton, Michigan; Lansing, Michigan; West Bloomfield, Michigan

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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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. 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.
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. Sets and accomplishes goals, achieving whatever you put your mind to.
5. Builds and nurtures strong relationships.
6. Collaborates effectively with others to get things done.
7. Communicates effectively and confidently and is comfortable engaging all clients.
8. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
9. Likes to learn, adapts to new information and seeks the right solutions for clients.
10. Efficiently manages your time and capacity.
11. Is thorough and thoughtful 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 where goals were met or exceeded.
3. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
4. Obtained your insurance licenses.
5. Bilingual Spanish Preferred.

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

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:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.