Financial Solutions Advisor-Consumer Investments -Central South Region

Bank of America
Fallon, MO Full Time
POSTED ON 7/5/2024 CLOSED ON 7/11/2024

What are the responsibilities and job description for the Financial Solutions Advisor-Consumer Investments -Central South Region position at Bank of America?

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 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.

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 Communications

Shift:

1st shift (United States of America)

Hours Per Week:

40
Financial Solutions Advisor - Consumer Investments- Central CA Region
Bank of America -
Clovis, CA
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments- Central CA Region
Bank of America -
Danville, CA
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments- Central CA Region
Bank of America -
Clovis, CA

For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Financial Solutions Advisor-Consumer Investments -Central South Region?

Sign up to receive alerts about other jobs on the Financial Solutions Advisor-Consumer Investments -Central South Region career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$74,815 - $93,765
Income Estimation: 
$95,187 - $117,551
Income Estimation: 
$74,434 - $117,758
Income Estimation: 
$80,040 - $126,818
Income Estimation: 
$99,449 - $137,132
Income Estimation: 
$55,661 - $75,157
Income Estimation: 
$74,434 - $117,758
Income Estimation: 
$74,357 - $109,316

Sign up to receive alerts about other jobs with skills like those required for the Financial Solutions Advisor-Consumer Investments -Central South Region.

Click the checkbox next to the jobs that you are interested in.

  • Compliance Management Skill

    • Income Estimation: $54,868 - $123,924
    • Income Estimation: $63,208 - $82,803
  • Investigations Skill

    • Income Estimation: $56,851 - $81,741
    • Income Estimation: $56,772 - $89,079
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Bank of America

Bank of America
Hired Organization Address Newark, DE Full Time
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the p...
Bank of America
Hired Organization Address Stamford, CT Full Time
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the p...
Bank of America
Hired Organization Address Eagan, MN Full Time
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the p...
Bank of America
Hired Organization Address Bellvue, CO Full Time
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the p...

Not the job you're looking for? Here are some other Financial Solutions Advisor-Consumer Investments -Central South Region jobs in the Fallon, MO area that may be a better fit.