Small Business National Financial Solutions Advisor (Series 7 and 66 Required)
Bank of America · Jacksonville, FL · 1 wk ago
ConsultingFull-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
- Applying and expanding knowledge by completing required licenses and trainings
- SAFE Act registration required due to the nature of the work
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
Shift
1st shift (United States of America)
Hours Per Week
40