Registered National Financial Solutions Advisor I
Company: Disability Solutions
Location: Pennington
Posted on: April 28, 2024
Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day. One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being. Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization. Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:This job 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. Job
expectations include applying and expanding knowledge by completing
required licenses and trainings. This position is subject to SAFE
Act registration requirements. Pursuant to the SAFE Act
requirements, all employees engaged in residential loan mortgage
originations must register with the federal registry system and
remain in good standing. Since this position requires SAFE Act
registration, employees are required to register and to submit to
the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result
in disciplinary action up to and including
termination.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
recommendedAdditional skills used:
- 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 CommunicationsWe'll help you--- Build a successful
career at Bank of America through world-class training and
on-boarding programs that set you up for success.--- Get training
and one-on-one coaching from Academy managers who are invested in
your success.--- Grow your business knowledge by using a defined
consultative approach with clients to systematically identify
client needs and appropriate solutions.--- Build your network.
You'll be able to leverage our relationships with one out of two
households in the U.S. to help eventually grow your business.---
Provide end-to-end comprehensive advice, deliver client
reviews/presentations with confidence, and recommend strategies to
help clients achieve their financial goals and life priorities.---
Collaborate with core banking and investment partners. Connect
clients to all of the solutions we provide through Bank of America
and Merrill to meet virtually all of their financial needs.As a
Financial Solutions Advisor, you can look forward to--- Unlimited
potential for financial growth.--- Building a portfolio of clients
by providing exceptional client care with industry leading
products, services, and education.--- Robust marketing support to
reach wider audiences with greater appeal.--- Ongoing professional
development to deepen your skills and optimize your practice as the
industry evolves and changes.We're a culture which--- Believes in
responsible growth and has a proven dedication to supporting the
communities we serve.--- Provides continuous training and
developmental opportunities to help people achieve their goals,
whatever their background or experience.--- Believes diversity
makes us stronger, so we can reflect, connect to and meet the
diverse needs of our clients and customers around the world.--- Is
committed to advancing our tools, technology, and ways of working.
We always put our clients first to meet their evolving
needs.Required qualifications--- Series 7, and 66 or equivalent---
Is comfortable in a sales role, finding ways to nurture strong
client relationships.--- Communicates clearly and confidently with
clients from all walks of life.--- Works well with others and
collaborates productively to get things done.--- Can manage
complexity, prioritize tasks and execute in a fast-paced
environment.--- Likes to learn on your feet, adapting to new
information and seeking the right solutions for clients.---
Efficiently manages your time and capacity.--- Is thorough, and
will incorporate relevant regulatory due diligence into daily
to-do's and long-term strategies for clients.Desired
qualifications--- A bachelor's degree, and 0-2 years of experience
working in the financial service industry and/or a metrics-based
sales environment where goals were met or exceeded.--- Experience
assessing client needs, identifying/recommending solutions, and
building/managing client relationships.--- Strong computer skills
with an ability to multitask in a demanding environment.Shift:1st
shift (United States of America)Hours Per Week: 40
Keywords: Disability Solutions, Hamilton , Registered National Financial Solutions Advisor I , Accounting, Auditing , Pennington, New Jersey
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