Strategic Financial Solutions Advisor – Investments

Bank of America; Greenville (SC); Sur place; USD 55 000 - 90 000; Plein temps

Résumé du poste

Bank of America is seeking a financial professional in Greenville to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

You will pursue required licenses and training, including SAFE Act considerations for mortgage-related work. The role emphasizes in-office collaboration with a focus on helping clients achieve their financial goals

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collab…

Responsabilités

• 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

Connaissances

Client relationship

Goal oriented

Collaboration

Description du poste

Bank of America is seeking a financial professional in Greenville to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

You will pursue required licenses and training, including SAFE Act considerations for mortgage-related work. The role emphasizes in-office collaboration with a focus on helping clients achieve their financial goals