Financial Solutions Advisor - Northwest Atlanta Market

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. This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. You will triage client leads, make referrals to business partners based on client needs and asset thresholds, and meet with clients to review financial and investment goals.

This position requires SAFE Act registration; employees must register with the federal registry system and remain in good standing. Failure to maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

• Work 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.
• 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 recommended.

Requirements

• 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.
• 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 service industry and/or a sales environment where goals were met or exceeded.
• High School Diploma / GED / Secondary School or equivalent.

Skills

• 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.
• Adapts to new information and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Incorporates relevant regulatory due diligence into daily activities and long-term strategies for clients.
• Strong computer skills with an ability to multitask in a demanding environment.
• Active listening and attention to detail.
• Risk management and issue management.
• Oral and written communications.

Desired Qualifications

• At least three years' experience working in the financial service industry and/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).
• Insurance licenses.

Schedule

• Monday - Fridays and rotating Saturdays.
• 1st shift (United States of America).
• 40 hours per week.