Financial Solutions Advisor Consumer Investments - South Venice Financial Center

Bank of America • Venice, FL

2d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Consumer Investments provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role includes triaging client leads, referring clients to business partners based on their needs and asset thresholds, reviewing clients’ financial and investment goals, building financial plans, and recommending brokerage products. Advisors recommend banking and investment strategies aligned with client needs and help develop new client relationships through referrals and financial center clientele. The position also requires completion of required licenses and training and may involve residential mortgage loan origination. Because the position requires SAFE Act registration, employees must register with the federal registry system, complete the required background check, and maintain good standing; failure to obtain or maintain registration may result in disciplinary action up to termination.

Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, engagement, career development, and teammate wellness. The company’s approach includes in-office expectations, with flexibility based on role responsibilities and business needs.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Set and accomplish goals.
• Build and nurture strong relationships.
• Collaborate effectively with others.
• Communicate effectively and confidently and be comfortable engaging with all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Be willing to learn, adapt to new information, and seek appropriate solutions for clients.
• Manage time and capacity efficiently.
• Incorporate relevant regulatory due diligence into daily activities and long-term client strategies thoughtfully and thoroughly.
• Be able to work Monday through Friday and rotating Saturdays.
• High school diploma, GED, secondary school, or equivalent.
• Register with the federal SAFE Act registry, complete the required background check, and maintain good standing.

Nice To Haves

• Strong computer skills and ability to multitask in a demanding environment.
• Three or more years of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Additional professional designation such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer them to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potentially suitable product services.
• Complete required licenses and training and maintain required SAFE Act registration and good standing.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED