Financial Solutions Advisor - Naples Market

h3Job Description: /h3pAt 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. /ppOne 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. /ppBank 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. /ppWorking 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! /ph3Job Description: /h3pThis 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. /ph3Responsibilities: /h3ulliWorks 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 /liliRecommends banking and investments strategies that align with client financial goals and needs /liliTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds /liliMitigates and controls risk as part of daily activities /liliIdentifies and engages potential new clients through referrals or financial center clientele /liliProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended /li /ulh3Required Qualifications: /h3ulliCurrently holds Series 7 66 (63 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. /liliHas at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. /liliHas at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. /liliSets and accomplishes goals, achieving whatever you put your mind to. /liliBuilds and nurtures strong relationships. /liliCollaborates effectively with others to get things done. /liliCommunicates effectively and confidently and is comfortable engaging all clients. /liliManages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. /liliLikes to learn, adapts to new information and seeks the right solutions for clients. /liliEfficiently manages your time and capacity. /liliIs thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. /li /ulh3Desired Qualifications: /h3ulliStrong computer skills with an ability to multitask in a demanding environment. /liliAt least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. /liliAchieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). /liliObtained your insurance licenses. /li /ulh3Skills: /h3ulliAdvisory /liliAccount Management /liliClient Experience Branding /liliCustomer and Client Focus /liliOral Communications /liliIssue Management /liliClient Solutions Advisory /liliPipeline Management /liliActive Listening /liliAttention to Detail /liliRisk Management /liliPolicies, Procedures, and Guidelines /liliClient Management /liliCausation Analysis /liliWritten Communications /li /ulh3Shift: /h3p1st shift (United States of America) /ph3Hours Per Week: /h3p40 /p #J-18808-Ljbffr