Financial Solutions Advisor - Menifee Town Center Financial Center

Summary: Bank of America is committed to helping make financial lives better through every connection. The Financial Solutions Advisor is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. 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 - Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Preferred 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 Required Skills: Series 7 License, Series 66 License, Series 63 License, Series 65 License, Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Investment Products Knowledge, Financial Planning, Risk Management, Insurance Licenses Benefits: This role is eligible to participate in a formulaic incentive plan., Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions., Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities., Incentives are earned based on the employee’s performance against defined metrics., This role is currently benefits eligible., We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.