Financial Solutions Advisor Consumer Investments - Southern TN Market

Bank of America • Germantown, MD

1d • Onsite

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 involves triaging client leads and requests, meeting with clients to review financial and investment goals, building financial plans, recommending brokerage products, and referring clients to business partners based on their needs and asset thresholds. The advisor recommends banking and investment strategies aligned with clients’ goals and needs, identifies potential new clients through referrals and financial center clientele, and provides coaching and feedback to referral partners.

The role also requires mitigating and controlling risk in daily activities and applying and expanding knowledge through required licenses and training. The position may involve residential mortgage loan origination and requires SAFE Act registration and the associated background check; employees must maintain registration in good standing. The position is based in an in-office culture, with the stated schedule of Monday through Friday and rotating Saturdays, 40 hours per week.

Requirements

• Currently holds 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.
• Able to set and accomplish goals.
• Builds and nurtures strong relationships.
• Collaborates effectively with others.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment.
• Willingness to learn, adapt to new information, and seek appropriate solutions for clients.
• Efficiently manages time and capacity.
• Thoroughly incorporates relevant regulatory due diligence into daily activities and long-term client strategies.
• Able to work Monday through Friday and rotating Saturdays.
• High school diploma, GED, secondary school, or equivalent.
• Must register under the SAFE Act and submit to the required background check; must maintain registration in good standing.

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 that may include stocks, bonds, mutual funds, annuities, banking solutions, 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.
• Coach and provide feedback to referral partners based on knowledge of client needs and potential recommended product services.
• Complete required licenses and training and maintain SAFE Act registration and good standing.

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