Financial Solutions Advisor - Summit… at Bank of America · Hackensack

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, including triaging client leads and recommending brokerage products. 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 and 66 (63 and 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 - Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services - Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded - Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity - 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 - Minimum of three years of 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 insurance licenses - Bilingual English/Spanish Required Skills: Series 7 license, Series 66 license, Series 63 license, Series 65 license, Investment products knowledge, Financial planning, Brokerage products, Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Insurance licenses, Bilingual Spanish Benefits: Industry-leading benefits, Access to paid time off