Financial Solutions Advisor- Williamette Valley

Bank of America; Salem (VA); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America seeks an investment advisor to guide clients in planning short- and long-term financial goals using brokerage products and banking solutions.

The role requires Series 7 & 66 licenses (63/65 acceptable with conditions) and 1+ year in investments or financial services with a proven sales record; strong relationship-building and communication skills are essential.

Qualifications

• Series 7 & 66 licenses required; 63/65 in lieu of 66 accepted with condition of passing missing series within 60 days
• At least 1 year experience in the investments industry with training and product knowledge
• At least 1 year experience in financial services or a sales environment where goals were met or exceeded
• Demonstrates goal setting, relationship-building, collaboration, and effective communication

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products (stocks, bonds, mutual funds, annuities, banking solutions)
• Recommends banking and investment strategies aligned to client goals
• Triages client requests and makes referrals to internal service providers based on needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies potential new clients through referrals or centre clientele
• Provides coaching to referral partners based on client needs and product services

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

Job description

Job Description: Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

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 investment 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 centre clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

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, prioritises 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.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.
• 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

Additional Information

Shift: 1st shift (United States of America)
Hours Per Week: 40