Financial Solutions Advisor - North OC at Bank of America in Placentia

Summary: Bank of America is committed to helping clients achieve their financial goals through personalized advice and solutions. The Financial Solutions Advisor role involves triaging client leads, building financial plans, and recommending brokerage products to meet client needs. 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 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, Investment Products Knowledge, Financial Services Experience, Sales Experience, Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Insurance Licenses, Risk Management, Regulatory Compliance, Goal Setting Benefits: Access to paid time off, Industry-leading benefits