Financial Solutions Advisor Registration Candidate - Virginia Beach Market

Bank of America • Chesapeake, VA

1d • Onsite

About The Position

At Bank of America, the common purpose is to help make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders. The company is committed to being an inclusive workplace, attracting and developing talent, supporting teammates' physical, emotional, and financial wellness, recognizing performance, and making a community impact. Bank of America maintains an in-office culture with specific attendance requirements, while offering appropriate flexibility. This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. The position requires applying and expanding knowledge by completing necessary licenses and trainings. As it may involve residential mortgage loan originations, it is subject to SAFE Act registration requirements, including a background check. Failure to obtain or maintain SAFE Act registration may lead to disciplinary action up to termination.

Requirements

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications
• Ability to obtain and maintain SAFE Act registration

Nice To Haves

• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees