Financial Solutions Advisor Consumer Investments - Ocoee, FL/West Orlando Market

Bank of America • Ocoee, FL

5d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor helps clients achieve their financial goals by providing comprehensive advice and customized solutions. The role includes triaging client leads, referring clients to business partners based on their needs and asset thresholds, meeting with clients to review 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 is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations 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 well-being. The company maintains an in-office culture, with flexibility based on role-specific 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 feel 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.
• Be able 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 designations 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, and banking and money-managed 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 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 appropriate product services.

What This Job Offers

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