Financial Solutions Advisor Registration Candidate - Lindon Financial Center
Bank of America, Raleigh, NC, United States
About the Role
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 which allows for an appropriate level of flexibility for our teammates and businesses 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
Provides comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Triages client leads, makes referrals to business partners based on client needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products.
Builds a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
Recommends banking and investment strategies that align with client financial goals and needs.
Mitigates and controls risk as part of daily activities.
Identifies and engages potential new clients through referrals or financial center clientele.
Applies for and completes required industry licenses and trainings.
When required, obtains and maintains SAFE Act registration and completes background checks; failure may result in disciplinary action up to termination.
Required Qualifications
Ability to obtain required industry licenses.
Self‑disciplined in managing time and capacity.
Experience in cultivating client relationships, assessing needs, and recommending solutions.
Strong peer relationships through effective communication and collaboration.
Results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor's degree or at least one year of financial services industry or sales experience.
Skills
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading
Schedule Weekly Schedule – Monday thru Friday, 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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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 which allows for an appropriate level of flexibility for our teammates and businesses 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
Provides comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Triages client leads, makes referrals to business partners based on client needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products.
Builds a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
Recommends banking and investment strategies that align with client financial goals and needs.
Mitigates and controls risk as part of daily activities.
Identifies and engages potential new clients through referrals or financial center clientele.
Applies for and completes required industry licenses and trainings.
When required, obtains and maintains SAFE Act registration and completes background checks; failure may result in disciplinary action up to termination.
Required Qualifications
Ability to obtain required industry licenses.
Self‑disciplined in managing time and capacity.
Experience in cultivating client relationships, assessing needs, and recommending solutions.
Strong peer relationships through effective communication and collaboration.
Results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor's degree or at least one year of financial services industry or sales experience.
Skills
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading
Schedule Weekly Schedule – Monday thru Friday, rotating Saturdays.
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America).
Hours per Week 40
#J-18808-Ljbffr