Financial Solutions Advisor - Consumer Investments - Boston West Market
Company: Disability Solutions
Location: Brookline
Posted on: September 28, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:This job is responsible for
providing comprehensive advice and customized solutions to clients
to help them achieve their financial goals. Key responsibilities
include triaging client leads, making referrals to business
partners based on client needs and asset thresholds, meeting with
clients to review financial and investment goals, building a
financial plan, and recommending brokerage products. Job
expectations include applying and expanding knowledge by completing
required licenses and trainings. This position is subject to SAFE
Act registration requirements. Pursuant to the SAFE Act
requirements, all employees engaged in residential loan mortgage
originations must register with the federal registry system and
remain in good standing. Since this position requires SAFE Act
registration, employees are required to register and to submit to
the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result
in disciplinary action up to and including
termination.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 recommendedRequired
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.Desired
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.Skills:--- 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
CommunicationsShift:1st shift (United States of America)Hours Per
Week: 40
Keywords: Disability Solutions, Brookline , Financial Solutions Advisor - Consumer Investments - Boston West Market, Accounting, Auditing , Brookline, Massachusetts
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