Financial Solutions Advisor – West Pines Boulevard Financial Center Position Available In Broward, Florida

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

The Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world class organization. You’ll provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions. This role is a bridge between banking and brokerage; therefore, you must have a strong understanding of core banking and investment solutions. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within our organization. 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. Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity. 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. Minimum of three years of 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 insurance licenses.

Skills:

Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to

Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Privacy Statement:

https://careers.bankofamerica.com/en-us/privacy-notice At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. 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! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Diversity and Inclusion Each employee brings unique skills, background and opinions. We see diversity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe.

Pay Transparency:

https://careers.bankofamerica.com/en-us/pay-transparency