Financial Solutions Advisor I: Client Growth & Planning

Bank of America; Knightdale (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to help clients achieve their financial goals through tailored brokerage and banking solutions. The role involves triaging client leads, referring to business partners based on needs and asset thresholds, and meeting with clients to review goals and recommend products.

Applicants must hold Series 7 and 66 licenses (or 63/65 in lieu) and have a track record in financial services or sales.

Qualifications

• Currently holds Series 7 and 66 (63 and 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
• 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
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to help clients achieve their financial goals through tailored brokerage and banking solutions. The role involves triaging client leads, referring to business partners based on needs and asset thresholds, and meeting with clients to review goals and recommend products.

Applicants must hold Series 7 and 66 licenses (or 63/65 in lieu) and have a track record in financial services or sales.