Bank of America
Financial Solutions Advisor - Consumer Investments - Ocean Market
Englishtown +1 · Full-time · Posted Sep 30, 2024
- Location
- Englishtown
Lakewood - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; desired qualification of at least three years in financial services and/or goal-based sales.
About the job
Provides financial advice and customized investment solutions, including financial planning, product recommendations, client referrals, and risk management.
What you'll do
- Build financial plans and recommend brokerage products and banking or investment strategies aligned with clients’ goals.
- Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65 with the missing series passed within 60 days of an offer.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- Strong relationship-building, communication, collaboration, and organizational skills; applies regulatory due diligence.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- At least three years of financial-services and/or goal-based sales experience; CFP or CRPC designations and/or insurance licenses.
Model-written summary · the original posting is authoritative