Financial Solutions Advisor - Maine / New Hampshire Markets

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

Job Description

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their 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. The position is subject to SAFE Act registration requirements. Pursuant to those requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Employees must remain registered and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

• Works with clients to plan their 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
• 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
• Provides 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

• 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.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your 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 your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications

• Strong computer skills with an 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.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your 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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40