Financial Solutions Advisor Consumer Investments - Charleston Market

Bank of America • Mount Pleasant, SC

1d • 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 involves triaging client leads, referring clients to business partners based on their needs and asset thresholds, reviewing financial and investment goals, building financial plans, and recommending brokerage products. The advisor is expected to apply and expand their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and requires SAFE Act registration. Employees must register with the federal registry system, complete the required background check, and remain in good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate wellness. The company maintains an in-office culture, 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.
• Ability to set and accomplish goals.
• Ability to build and nurture strong relationships.
• Ability to collaborate effectively with others.
• Ability to communicate effectively and confidently and engage with all clients.
• Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Willingness to learn, adapt to new information, and seek appropriate solutions for clients.
• Ability to manage time and capacity efficiently.
• Thoroughness and thoughtfulness in incorporating relevant regulatory due diligence into daily activities and long-term client strategies.
• Availability to work Monday through Friday and rotating Saturdays.
• High school diploma, GED, secondary school, or equivalent.

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 solutions, and managed money solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer clients to appropriate internal service providers based on 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 client needs and potentially suitable product services.

Benefits

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

What This Job Offers

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