Financial Solutions Advisor - NE Georgia
On-site · Chamblee, Georgia, United States
Job Summary
The Financial Solutions Advisor at Bank of America is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include planning clients' short and long-term financial goals, recommending banking and investment strategies, triaging client requests and making referrals to service providers, and engaging potential new clients through referrals. The role requires strong knowledge of investment products, achieving sales goals, building relationships, managing tasks, and navigating a fast-paced environment. Candidates must hold specific licenses and have relevant experience in the investments and financial service industries.
Required Qualifications
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses or must acquire missing licenses within 60 days if hired.
- At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Ability to build and nurture strong relationships, communicate effectively and confidently with clients, manage goals, navigate complexity, and execute in a fast-paced environment.
- Thoroughness in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications
- 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 insurance licenses.
Additional Requirements
- Must register with the federal registry system and remain in good standing due to SAFE Act requirements.
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