Financial Solutions Advisor… at Bank of America · Clifton

Summary: Bank of America is committed to helping clients achieve their financial goals through comprehensive advice and customized solutions. The Financial Solutions Advisor Registration Candidate will be responsible for triaging client leads, making referrals, and meeting with clients to review financial and investment goals while obtaining necessary licenses and training. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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 Required Qualifications: - Aptitude in obtaining required industry licenses - Must be self-disciplined in managing time and capacity - Experience in cultivating client relationships, assessing 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 - Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Preferred Qualifications: - Currently holds FINRA Securities Industry Essentials (SIE) - Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Required Skills: FINRA Securities Industry Essentials (SIE), Financial Planning, Brokerage Products, Investment Management, Risk Management, Portfolio Management, Trading, Client Relationship Management, Referral Management, Results-driven mindset Benefits: Industry-leading benefits, Access to paid time off, Resources and support to our employees