Financial Solutions Advisor – Consumer Investments – Broward County Position Available In Broward, Florida

Job Description:

Job Description:

At Bank of America, we are guided by a commonpurpose to help make financial lives better through the power ofevery connection. Responsible Growth is how we run our company andhow we deliver for our clients, teammates, communities andshareholders every day.

One of the keys to driving ResponsibleGrowth is being a great place to work for our teammates around theworld. We’re devoted to being a diverse and inclusive workplace foreveryone. We hire individuals with a broad range of backgrounds andexperiences and invest heavily in our teammates and their familiesby offering competitive benefits to support their physical,emotional, and financial well-being.

Bank of America believes bothin the importance of working together and offering flexibility toour employees. We use a multi-faceted approach for flexibility,depending on the various roles in our organization.

Working at Bankof America will give you a great career with opportunities tolearn, grow and make an impact, along with the power to make adifference. Join us!

Job Description:

This job is responsible forproviding comprehensive advice and customized solutions to clientsto help them achieve their financial goals. Key responsibilitiesinclude triaging client leads, making referrals to businesspartners based on client needs and asset thresholds, meeting withclients to review financial and investment goals, building afinancial plan, and recommending brokerage products. Jobexpectations include applying and expanding knowledge by completingrequired licenses and trainings. This position is subject to SAFEAct registration requirements. Pursuant to the SAFE Actrequirements, all employees engaged in residential loan mortgageoriginations must register with the federal registry system andremain in good standing. Since this position requires SAFE Actregistration, employees are required to register and to submit tothe required SAFE Act background check and registration process.

Failure to obtain and/or maintain SAFE Act registration may resultin disciplinary action up to and includingtermination.

Responsibilities

• Works with clients to plan theirshort and long-term financial goals by building a financial planwith brokerage products, including stocks, bonds, mutual funds,annuities, and banking and money managed solutions
• Recommendsbanking and investments strategies that align with client financialgoals and needs
• Triages client requests and makes referrals toappropriate internal service providers based on client needs andasset thresholds
• Mitigates and controls risk as part of dailyactivities
• Identifies and engages potential new clients throughreferrals or financial center clientele
• Provides coaching andfeedback to referral partners based on knowledge of client needsand potential product services recommendedRequiredQualifications
• Currently holds Series 7 & 66 (63 & 65 in lieuof 66) licenses. If you do not currently hold the 66 but haveeither a 63 or 65, an offer can be extended with the condition thata passing score is received for the missing series within 60days
• Has at least one year experience in the investmentsindustry, including investment training and in-depth knowledge ofinvestment products and services
• Has at least one yearexperience working in the financial service industry and/or a salesenvironment where goals were met or exceeded
• Sets andaccomplishes goals, achieving whatever you put your mind to
• Builds and nurtures strong relationships
• Collaborateseffectively with others to get things done
• Communicateseffectively and confidently and is comfortable engaging allclients
• Manages goals, navigates complexity, prioritizes tasksand executes in a fast-paced environment
• Likes to learn, adaptsto new information and seeks the right solutions for clients
• Efficiently manages your time and capacity
• Is thorough andthoughtful in incorporating relevant regulatory due diligence intodaily activities and long-term strategies for clients.

DesiredQualifications

• Strong computer skills with an ability tomultitask in a demanding environment
• At least three years’experience working in the financial service industry and/or a salesenvironment where goals were met or exceeded
• Achievedadditional professional designations such as Certified FinancialPlanner (CFP) and/or Chartered Retirement Planning Counselor(CRPC)
• Obtained your insurance licenses.

Skills

• Advisory
• -Account Management
• Client Experience Branding
• Customer andClient Focus
• Oral Communications
• Issue Management
• ClientSolutions Advisory
• Pipeline Management
• Active Listening
• -Attention to Detail
• Risk Management
• Policies, Procedures, andGuidelines
• Client Management
• Causation Analysis

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WrittenCommunicationsShift:

1st shift (United States of America)

Hours PerWeek:

40