Financial Solutions Advisor - Registered Candidate Coral Springs Spanish Preferred

Bank of America • Deerfield Beach, FL

87d

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Requirements

• Series 7 & 66 must be obtained within 120 days.
• Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role.
• Communicate effectively.
• Strong computer skills with an ability to multitask in a fast paced environment.
• Ability to adapt and seek solutions for clients in a fast-paced environment.
• This position is subject to SAFE Act registration requirements.

Nice To Haves

• Client Experience
• Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

Responsibilities

• Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals.
• Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions.
• Engage and share value proposition with customers in the lobby.
• Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED