Licensed Financial Solutions Advisor – Client Planning

Bank of America; Vero Beach (FL); Sur place; USD 60 000 - 100 000; Plein temps

Résumé du poste

Bank of America is seeking an experienced financial services professional to provide comprehensive advice and customized solutions to clients. The role involves triaging leads, referring to business partners, and reviewing financial goals with clients to develop plans and recommend brokerage products.

The candidate will pursue required licenses, maintain SAFE Act registration, and work within a regulated environment to deliver responsible growth and client-focused service.

Qualifications

• Series 7 and 66 licenses required; if you hold 63/65, offer contingent on passing missing series within 60 days.
• Minimum 1 year experience in the investments industry and knowledge of investment products and services.
• Minimum 1 year experience in financial services and/or a sales environment meeting/exceeding goals.
• Proven ability to set and achieve goals and deliver results.
• Strong relationship-building and collaboration skills.
• Effective communication with clients and confidence in interactions.
• Time management and capacity planning to navigate a fast-paced environment.
• Demonstrates regulatory due diligence in daily activities and long-term client strategies.
• Preference for candidates with additional professional designations (CFP/CRPC) and insurance licenses.

Responsabilités

• Plan clients' short- and long-term financial goals and build financial plans using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to appropriate internal partners by asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage new clients through referrals or center clientele.
• Provide coaching to referral partners and share knowledge of client needs and product services.

Connaissances

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

Description du poste

Bank of America is seeking an experienced financial services professional to provide comprehensive advice and customized solutions to clients. The role involves triaging leads, referring to business partners, and reviewing financial goals with clients to develop plans and recommend brokerage products.

The candidate will pursue required licenses, maintain SAFE Act registration, and work within a regulated environment to deliver responsible growth and client-focused service.