Financial Solutions Advisor – Austin Area
Bank of America, Austin, TX, United States
Financial Solutions Advisor – Austin Area
Austin, Texas; Round Rock, Texas; Temple, Texas. Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
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.
We are committed to an in-office culture with specific requirements for office-based attendance. Eligibility requirements for application: applicant must be at least 18 years old.
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 training. This position is subject to SAFE Act registration requirements.
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 & 66 (or 63 & 65 in lieu of 66) licenses; offer can be extended with the condition that a passing score is received for the missing series within 60 days.
At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
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 time and capacity.
Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.
Desired Qualifications
Bi‑lingual Spanish speaking.
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 insurance licenses.
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.
Schedule Monday – Friday and rotating Saturdays.
Shift 1st shift (United States of America)
Hours Per Week 40
EEO Statement Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
Know your Rights poster.
View the LA County Fair Chance Ordinance.
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
#J-18808-Ljbffr
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.
We are committed to an in-office culture with specific requirements for office-based attendance. Eligibility requirements for application: applicant must be at least 18 years old.
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 training. This position is subject to SAFE Act registration requirements.
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 & 66 (or 63 & 65 in lieu of 66) licenses; offer can be extended with the condition that a passing score is received for the missing series within 60 days.
At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
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 time and capacity.
Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.
Desired Qualifications
Bi‑lingual Spanish speaking.
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 insurance licenses.
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.
Schedule Monday – Friday and rotating Saturdays.
Shift 1st shift (United States of America)
Hours Per Week 40
EEO Statement Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
Know your Rights poster.
View the LA County Fair Chance Ordinance.
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
#J-18808-Ljbffr