Financial Solutions Advisor - Eastern Long Island Market

Bank of America; Town of Huntington (NY); In loco; USD 65.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Industry leading benefits

Paid time off

Incentive Plan

Descrizione del lavoro

Bank of America in Town of Huntington is seeking professionals to provide comprehensive financial advice and customized solutions to clients. Responsibilities include building financial plans, triaging client leads, and providing coaching based on individual client needs. Ideal candidates will have strong advisory skills and experience in investment and financial services.

Qualifications include a High School Diploma and relevant industry experience. The position offers a competitive salary as well as an incentive plan based on performance.

Competenze

• At least one year experience in the investments industry.
• Ability to set and accomplish goals.
• Strong computer skills and ability to multitask.

Mansioni

• Work with clients to plan financial goals.
• Recommend banking and investment strategies.
• Triage client requests and make referrals.

Conoscenze

Advisory

Client Management

Oral Communications

Attention to Detail

Formazione

High School Diploma / GED

Descrizione del lavoro

Job Description: This position provides comprehensive advice and customized solutions to clients to help them achieve 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. All employees engaged in residential loan mortgage originations must register with the federal registry system under the SAFE Act and maintain registration. Failure to obtain or maintain registration may result in disciplinary action up to and including termination.

Responsibilities

• Work with clients to plan 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.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Schedule

Monday - Fridays and rotating Saturdays.

Required Qualifications

• Current Series 7 & 66 (or 63 & 65 in lieu of 66) licenses, or ability to pass missing series within 60 days.
• At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Ability to set and accomplish goals, build and nurture strong relationships, collaborate effectively, communicate confidently with all clients, manage goals, navigate complexity, prioritize tasks, execute in a fast paced environment, learn and adapt, manage time and capacity, and incorporate regulatory due diligence into daily activities and long term strategies.

Desired Qualifications

• Strong computer skills and ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Additive professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

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 Requirements

Minimum: High School Diploma / GED / Secondary School or equivalent.

Compensation and Benefits

Pay Range: $65,000.00 – $80,000.00 annually, based on experience, education, and skill set.

Incentive Plan: Eligible to participate in a formulaic incentive plan with monthly, quarterly, and/or annual opportunities earned based on performance against defined metrics.

Benefits: Industry leading benefits, paid time off, resources, and support to enable employees to make a genuine impact.

Shift and Hours

Shift: 1st shift (United States of America). Hours per week: 40.