Financial Solutions Advisor - Mid-Ohio Market

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

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 recommended

Required Qualifications:

Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses

Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services

Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded

Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity

Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Must be able to work Monday through Friday and rotating Saturdays

Desired Qualifications:

Strong computer skills with an ability to multitask in a demanding environment

Three or more years of 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 insurance licenses

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

Weekly Schedule - Monday through Friday, with rotating Saturdays

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40