Financial Solutions Advisor - Columbus Market
Bank of America, Columbus, OH, United States
Job Description
This position 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.
Additionally, this position may be responsible for the provision of residential mortgage loans. As such, the role requires SAFE Act registration and adherence to all associated requirements.
Responsibilities
Works 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.
Recommends banking and investment 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.
Required Qualifications
Currently holds Series 7 and 66 (or 63 and 65 in lieu of 66); if the 66 is not currently held, a passing score for the missing series within 60 days is required.
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 services industry and/or a sales environment in which 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 services 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 ManagementPolicies, Procedures, and Guidelines
Risk Management
Written Communications
Schedule Monday through Friday, with rotating Saturdays.
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America)
Hours Per Week 40
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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.
Additionally, this position may be responsible for the provision of residential mortgage loans. As such, the role requires SAFE Act registration and adherence to all associated requirements.
Responsibilities
Works 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.
Recommends banking and investment 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.
Required Qualifications
Currently holds Series 7 and 66 (or 63 and 65 in lieu of 66); if the 66 is not currently held, a passing score for the missing series within 60 days is required.
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 services industry and/or a sales environment in which 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 services 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 ManagementPolicies, Procedures, and Guidelines
Risk Management
Written Communications
Schedule Monday through Friday, with rotating Saturdays.
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America)
Hours Per Week 40
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