Financial Solutions Advisor - Lakeland, FL
Bank of America, Lakeland, FL, United States
The 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.
Responsibilities
Work 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‑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
Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. 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.
Spanish required
Desired Qualifications
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.
Spanish preferred
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
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Responsibilities
Work 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‑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
Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. 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.
Spanish required
Desired Qualifications
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.
Spanish preferred
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
#J-18808-Ljbffr