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Financial Solutions Advisor- Consumer Investments- Valley Markets - job 1 of 2

About the positionThe Financial Solutions Advisor role at Bank of America is focused on providing tailored financial advice and solutions to clients, helping them achieve their financial goals. This position involves assessing client needs, recommending appropriate investment products, and collaborating with internal partners to ensure comprehensive service delivery. The advisor is expected to maintain compliance with regulatory requirements and continuously enhance their knowledge through training and licensing.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,• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequirements• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses,• 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 clientsNice-to-haves• 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 licensesBenefits• Competitive benefits to support physical, emotional, and financial well-being,• Opportunities for learning and career growth,• Flexible work arrangements

Bank of America Glassdoor Company Review

4.0

Bank of America DE&I Review

4.2

CEO of Bank of America

Brian T. Moynihan

Approve of CEO

Average salary estimate

$75000 / YEARLY (est.)

min

max

$60000K

$90000K

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What You Should Know About Financial Solutions Advisor- Consumer Investments- Valley Markets, Bank of America

Are you ready to make a difference in the lives of individuals and families by providing expert financial guidance? Join Bank of America as a Financial Solutions Advisor in the beautiful La Crescenta-Montrose area! In this role, you’ll have the exciting opportunity to work closely with clients, helping them craft personalized financial plans to achieve their short and long-term goals. You’ll recommend various brokerage products such as stocks, bonds, and mutual funds while collaborating with a team of dedicated internal partners to ensure seamless service delivery. We value compliance and continuous education, so you'll be encouraged to further your skills through ongoing training and licensing. If you're passionate about building strong relationships, navigating a fast-paced environment, and utilizing your knowledge of investment products, this is the perfect position for you. Whether you're providing feedback to referral partners or identifying new client opportunities, your expertise will be pivotal in steering clients toward achieving their financial dreams. Plus, we offer competitive benefits, career growth, and flexible work arrangements, ensuring that you're well-supported both personally and professionally. Step into a fulfilling career with us today!

Frequently Asked Questions (FAQs) for Financial Solutions Advisor- Consumer Investments- Valley Markets Role at Bank of America

What are the main responsibilities of a Financial Solutions Advisor at Bank of America?

A Financial Solutions Advisor at Bank of America is primarily responsible for creating tailored financial plans for clients, recommending investment and banking strategies that suit their financial goals. The role involves client engagement, compliance with regulatory requirements, and collaboration with internal partners to provide comprehensive service. Additionally, advisors triage client requests, identify potential new clients, and offer coaching to referral partners to enhance service delivery.