Financial Solutions Advisor: Create Custom Plans

Bank of America; Scarborough (ME); On-site; USD 55,000 - 80,000; Full time

Job summary

Bank of America is seeking a dedicated financial advisor in Scarborough, Maine to provide tailored advice and solutions to clients for their financial goals. Responsibilities include constructing comprehensive financial plans, recommending investment strategies, and managing client leads. Candidates should hold relevant licenses and have experience in the investment sector.

The successful candidate will work in a fast-paced environment, meeting clients' needs while ensuring compliance with regulatory standards. This is a full-time position with a commitment to client service and relationship management.

Qualifications

• Currently holds Series 7 & 66 licenses or has 63/65 with conditions.
• Minimum one year of experience in the investments industry with solid knowledge.
• Proven track record in a sales environment of meeting or exceeding goals.
• Ability to set and accomplish goals in a fast-paced environment.
• Strong relationship-building skills and effective communication.

Responsibilities

• Build clients' financial plans using brokerage products.
• Recommend banking and investment strategies to clients.
• Triag lead requests and refer clients to appropriate services.
• Engage new clients through referrals and existing clientele.
• Mitigate risks while executing daily activities.
• Provide coaching and feedback to internal 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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a dedicated financial advisor in Scarborough, Maine to provide tailored advice and solutions to clients for their financial goals. Responsibilities include constructing comprehensive financial plans, recommending investment strategies, and managing client leads. Candidates should hold relevant licenses and have experience in the investment sector.

The successful candidate will work in a fast-paced environment, meeting clients' needs while ensuring compliance with regulatory standards. This is a full-time position with a commitment to client service and relationship management.