Investment & Financial Solutions Advisor

Bank of America; Scarborough (ME); Vor Ort; USD 65.000 - 105.000; Vollzeit

Zusammenfassung

Bank of America is actively seeking a Financial Advisor to deliver comprehensive financial guidance and customized solutions for clients, aiming to help them achieve their goals. The role includes triaging leads, referrals to partners, and building detailed financial plans leveraging brokerage and banking products.

The position emphasizes compliance with regulatory requirements (SAFE Act) and requires ongoing licenses and training.

Qualifikationen

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66) or equivalent with plan to obtain missing series within 60 days.
• Has at least one year experience in the investments industry with knowledge of investment products and services.
• Has at least one year experience in financial services or a sales environment where goals were met or exceeded.
• Demonstrates goal setting, relationship building, teamwork, and effective communication in a fast-paced environment.

Aufgaben

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to 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 existing clientele.
• Provides coaching and feedback to referral partners based on client needs and product services.

Kenntnisse

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies Procedures Guidelines

Client Management

Causation Analysis

Written Communications

Ausbildung

High School Diploma

Jobbeschreibung

Bank of America is actively seeking a Financial Advisor to deliver comprehensive financial guidance and customized solutions for clients, aiming to help them achieve their goals. The role includes triaging leads, referrals to partners, and building detailed financial plans leveraging brokerage and banking products.

The position emphasizes compliance with regulatory requirements (SAFE Act) and requires ongoing licenses and training.