Bank of America
Financial Solutions Advisor - Greater Queens NY Market
Bank of America, New York, New York, us, 10261
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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and a level of flexibility based on role‑specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job responsibilities include providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key duties: 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. The position may also be responsible for the provision of residential mortgage loans and is subject to SAFE Act registration requirements. Employees must register and submit to the required background check; failure to maintain registration may result in disciplinary action up to and including termination.
Responsibilities
Work with clients to plan 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.
Recommend banking and investment strategies that align with client financial goals and needs.
Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
Mitigate and control risk as part of daily activities.
Identify and engage potential new clients through referrals or financial center clientele.
Provide 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 (or 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.
Desired 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.
Schedule
Monday – Fridays and rotating Saturdays.
Skills
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
Shift 1st shift (United States of America)
Hours Per Week 40
#J-18808-Ljbffr
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and a level of flexibility based on role‑specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job responsibilities include providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key duties: 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. The position may also be responsible for the provision of residential mortgage loans and is subject to SAFE Act registration requirements. Employees must register and submit to the required background check; failure to maintain registration may result in disciplinary action up to and including termination.
Responsibilities
Work with clients to plan 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.
Recommend banking and investment strategies that align with client financial goals and needs.
Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
Mitigate and control risk as part of daily activities.
Identify and engage potential new clients through referrals or financial center clientele.
Provide 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 (or 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.
Desired 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.
Schedule
Monday – Fridays and rotating Saturdays.
Skills
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
Shift 1st shift (United States of America)
Hours Per Week 40
#J-18808-Ljbffr