Financial Solutions Advisor Stage II - Consumer Investments - Mercer County / Princeton NJ Market

Bank of America; Trenton (NJ); On-site; USD 55,000 - 95,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Advisor to guide clients in achieving their financial goals through tailored investment strategies. In this dynamic role, you will collaborate with clients to create comprehensive financial plans, leveraging a variety of brokerage products. You will also engage potential clients and provide essential coaching to referral partners, all while ensuring compliance and risk management. This position offers a fantastic opportunity to develop your career in a supportive and inclusive environment, where your contributions can make a significant impact on clients' financial well-being.

Qualifications

• Minimum one year of experience in the investments industry required.
• Strong communication skills and client relationship management are essential.

Responsibilities

• Assist clients in planning financial goals with brokerage products.
• Recommend banking and investment strategies to align with client needs.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

Series 7 License

Series 66 License

Insurance Licenses

Job description

Financial Solutions Advisor Stage II - Consumer Investments - Mercer County / Princeton NJ Market

Hamilton, New Jersey; Windsor, New Jersey; Lawrenceville, New Jersey

Job Description:

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

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:

1. 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.
2. Recommends banking and investment strategies that align with client financial goals and needs.
3. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
4. Mitigates and controls risk as part of daily activities.
5. Identifies and engages potential new clients through referrals or financial center clientele.
6. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

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. Has at least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
3. Has at least one year of 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 of 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.

Skills:

1. Account Management
2. Advisory
3. Client Experience Branding
4. Customer and Client Focus
5. Oral Communications
6. Active Listening
7. Attention to Detail
8. Client Solutions Advisory
9. Issue Management
10. Pipeline Management
11. Causation Analysis
12. Client Management
13. Policies, Procedures, and Guidelines
14. Risk Management
15. Written Communications

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.