Financial Solutions Advisor – Consumer Investments – Maine / New Hampshire Markets Position Available In Cumberland, Maine

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. Being a Great Place to Work is core to howwe drive Responsible Growth. This includes our commitment to beinga diverse and inclusive workplace, attracting and developingexceptional talent, supporting our teammates’ physical, emotional,and financial wellness, recognizing and rewarding performance, andhow we make an impact in the communities we serve.

At Bank ofAmerica, you can build a successful career with opportunities tolearn, grow, and make an impact. Join us!

Job Description:

This jobis responsible for providing comprehensive advice and customizedsolutions to clients to help them achieve their financial goals.

Key responsibilities include triaging client leads, makingreferrals to business partners based on client needs and assetthresholds, meeting with clients to review financial and investmentgoals, building a financial plan, and recommending brokerageproducts. Job expectations include applying and expanding knowledgeby completing required licenses and trainings. This position issubject to SAFE Act registration requirements. Pursuant to the SAFEAct requirements, all employees engaged in residential loanmortgage originations must register with the federal registrysystem and remain in good standing. Since this position requiresSAFE Act registration, employees are required to register and tosubmit to the required SAFE Act background check and registrationprocess. Failure to obtain and/or maintain SAFE Act registrationmay result in 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
• WrittenCommunications
• Please note that this requisition contains multiplelocations but there is not an immediate opening for every locationlisted.

Shift:

1st shift (United States of America)

Hours Per Week:

40