Financial Solutions Advisor - South Bay
Bank of America · Torrance, CA · 2 wk ago
Information TechnologyFull-time
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 managed 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
- Coaches and provides 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
- At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Qualifications
- Sets and accomplishes goals, achieving whatever you put your mind to
- Buils 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
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
Benefits
- Open availability required + some Saturdays
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Pay
- Monday-Friday
Schedule
- Shift: 1st shift (United States of America)
- Hrs Per Week: 40