Financial Solutions Advisor - PBG Treasure Coast Market

Bank of America • Vero Beach, FL

22h

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role includes reviewing clients’ financial and investment goals, building financial plans, recommending brokerage products and banking and investment strategies, and referring clients to appropriate internal partners based on their needs and asset thresholds. The advisor also identifies and engages potential new clients, manages risk, and provides feedback to referral partners. The position requires completing required licenses and training and is subject to SAFE Act registration, background-check, and good-standing requirements.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66. Applicants holding only Series 63 or Series 65 may receive an offer conditional on passing the missing series exam within 60 days.
• 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.
• Effective, confident communication skills and comfort engaging 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 efficiently manage time and capacity.
• Thoroughness and thoughtfulness in incorporating regulatory due diligence into daily activities and long-term client strategies.
• Ability to complete and maintain required SAFE Act registration.

Nice To Haves

• Strong computer skills and ability to multitask in a demanding environment.
• At least three 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 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.
• Coach and provide feedback to referral partners based on knowledge of client needs and potentially recommended product services.
• Complete required licenses and training.
• Meet SAFE Act registration, background-check, and ongoing good-standing requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed