Financial Solutions Advisor - Brooklyn North Market
Bank of America, New York, NY, United States
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. Being a Great Place to Work is core to how we drive Responsible Growth, including our commitment to inclusivity, talent development, employee wellness, performance recognition, and community impact.
This role 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. The position is subject to SAFE Act registration requirements.
Responsibilities
Works with clients to plan short- and long-term financial goals by building a financial plan that includes brokerage products such as stocks, bonds, mutual funds, annuities, and banking/ money‑managed solutions.
Recommends banking and investment strategies aligned with client financial goals and needs.
Triage client requests and make 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.
Schedule
Monday – Friday and rotating Saturdays.
Required Qualifications
Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66). If missing the 66, must pass the required exam within 60 days.
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
At least one year of experience working in the financial services industry or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieves whatever you set your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get tasks completed.
Communicates effectively and confidently, comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks in a fast-paced environment.
Adaptable, loves learning, and seeks the right solutions for clients.
Efficiently manages time and capacity.
Incorporates regulatory due diligence into daily activities and long-term client strategies.
Desired Qualifications
Strong computer skills with the ability to multitask in a demanding environment.
At least three years of experience in the financial services industry or a sales environment where goals were met or exceeded.
Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained insurance licenses.
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
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
Pay Transparency Details US - NY - BROOKLYN - 76 COURT ST (NY5378)
Pay range: $70,000.00 – $80,000.00 annualized salary, offer determined by experience, education and skill set.
Formulaic incentive plan eligibility: Employees eligible for incentives as detailed by the specific line of business incentive plan provisions. Incentives may be monthly, quarterly, and/or annual, earned based on performance against defined metrics.
Benefits This role is currently benefits eligible. We provide industry-leading benefits, paid time off, resources, and support to empower employees to make a genuine impact and contribute to sustainable growth.
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This role 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. The position is subject to SAFE Act registration requirements.
Responsibilities
Works with clients to plan short- and long-term financial goals by building a financial plan that includes brokerage products such as stocks, bonds, mutual funds, annuities, and banking/ money‑managed solutions.
Recommends banking and investment strategies aligned with client financial goals and needs.
Triage client requests and make 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.
Schedule
Monday – Friday and rotating Saturdays.
Required Qualifications
Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66). If missing the 66, must pass the required exam within 60 days.
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
At least one year of experience working in the financial services industry or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieves whatever you set your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get tasks completed.
Communicates effectively and confidently, comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks in a fast-paced environment.
Adaptable, loves learning, and seeks the right solutions for clients.
Efficiently manages time and capacity.
Incorporates regulatory due diligence into daily activities and long-term client strategies.
Desired Qualifications
Strong computer skills with the ability to multitask in a demanding environment.
At least three years of experience in the financial services industry or a sales environment where goals were met or exceeded.
Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained insurance licenses.
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
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
Pay Transparency Details US - NY - BROOKLYN - 76 COURT ST (NY5378)
Pay range: $70,000.00 – $80,000.00 annualized salary, offer determined by experience, education and skill set.
Formulaic incentive plan eligibility: Employees eligible for incentives as detailed by the specific line of business incentive plan provisions. Incentives may be monthly, quarterly, and/or annual, earned based on performance against defined metrics.
Benefits This role is currently benefits eligible. We provide industry-leading benefits, paid time off, resources, and support to empower employees to make a genuine impact and contribute to sustainable growth.
#J-18808-Ljbffr