Financial Solutions Advisor - Northeast Houston Area
Bank of America, Conroe, TX, United States
Overview
Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day. We are committed to creating a great place to work with an inclusive culture, supporting teammates’ wellness, recognizing performance, and making an impact in the communities we serve. This job is located at multiple locations, but there is not an immediate opening for every location listed. The position is in-office with role-specific flexibility where applicable. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This includes triaging client leads, making referrals to business partners, reviewing financial and investment goals with clients, building financial plans, and recommending brokerage products. The role requires completing required licenses and trainings and is subject to SAFE Act registration. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing; failure to obtain or maintain SAFE Act registration may result in disciplinary action up to termination.
Responsibilities
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money management solutions.
Recommends banking and investments 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 recommended.
Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66). 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.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has 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 your time and capacity.
Is 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 your 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
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
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Responsibilities
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money management solutions.
Recommends banking and investments 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 recommended.
Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66). 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.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has 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 your time and capacity.
Is 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 your 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
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
#J-18808-Ljbffr