Financial Solutions Advisor - Consumer Investments - Bradenton-Lakeland Market

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Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job 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, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

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

• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Builds and nurtures strong relationships.

• Collaborates effectively with others to get things done.

• Communicates effectively and confidently and is comfortable engaging all clients.

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

• Likes to learn, adapts to new information and seeks the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment.

• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

• Obtained your insurance licenses.

Skills:

• Advisory

• Account Management

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Issue Management

• Client Solutions Advisory

• Pipeline Management

• Active Listening

• Attention to Detail

• Risk Management

• Policies, Procedures, and Guidelines

• Client Management

• Causation Analysis

• Written Communications

Shift:
1st shift (United States of America)

Hours Per Week:
40

Learn more about this role

Transcript

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[Music in background throughout]

[Bank of America ® logo shown periodically throughout]

On screen disclosure:

Please see important information at the end of this video.

At Bank of America, I get to make a difference every day.

On screen copy:

Financial Solutions Advisor

As a Financial Solutions Advisor, my job is to advise my clients on their investment goals and match them with the right portfolio and specialists to help them pursue those goals.

On screen copy:

Advise clients on their investment goals in order to pursue those goals

[Saving and Budgeting tool in the mobile app is shown]

I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. I match my knowledge of financial markets and investment products with clients' individual investment needs.

A key part of my role is accomplishing performance goals through consultative, needs-based analysis and organized follow up with my clients.

On screen copy:

Accomplishing performance goals through needs-based analysis and client follow-up

When I first started, I had a lot to learn about the investment world and compliance standards but I was equipped with the tools and training I needed to succeed.

In my last job, I worked mostly on my own. Here, I get to work in a team environment every day.

I even get some of my best referrals from my teammates. And since I work with people in so many different departments, I'm able to build connections and learn more about other roles.

Everyone here is really supportive of your career growth. I meet with my manager on a regular basis to talk about my goals, and she gives me advice for how to make them a reality.

On screen copy:

Regular meetings with your manager to make your goals a reality

As a Financial Solutions Advisor, you will participate in the award-winning Academy at Bank of America. From my first day to today, the Academy has equipped me with all the knowledge, skills and resources I need to be successful.

On screen copy:

Trained by the award-winning Academy at Bank of America

Brandon Hall Gold Award for "Learning and Development"

I'm hoping to move into a leadership role in the future and I feel I'll be able to make this a reality, thanks to my manager and the people around me. And it's that kind of support that makes it so easy to support my clients every day.

We all have goals. Pursue yours at Bank of America and Merrill.

On screen copy:

Bank of America ® logo

Learn more: bankofamerica.com/Careers

On screen disclosures:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

©2024 Bank of America Corporation. All rights reserved.

[End of transcript]

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