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1M
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle South Market
Career Insights for Financial Planner / Investment Consultant
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Based on Washington data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$101,873 / year median in Washington
+2% projected growth
Job Description
Job Description:
- Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
- from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.
Schedule Example:
8am-5pm, 9am-6pm, etc We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days- a requirement for the role.
- Collaborate with core banking and investment partners.
Required Qualifications:
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications.Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experienceSkills:
- 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 Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.- Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed
Shift:
1st shift (United States of America)Hours Per Week:
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