Senior Financial Solutions Advisor - Southern NE/NY Region
Job Description:
Do you have the following skills, experience and drive to succeed in this role Find out below.
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. Were 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!
If you are an individual who is passionate about helping clients reach their financial goals, join Bank of Americas Advisor Development Program, and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide. The Financial Center Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization.
From day one, you will receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios and investment strategies. Youll learn to consider a clients entire and complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.
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 your position requires SAFE Act registration, you will be 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 your immediate termination.
Well 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. Youll be enrolled in the Advisor Develop Program, part of The Academy, to develop as an advisor; the potential for growth is yours.
- 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.
- Get smart on core banking and investment solutions and connect clients to all the solutions we provide.
- Build your network. Starting at a financial center, youll interact with banking customers, small business owners and higher net worth clients alike. Youll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.
- Continuously learn and grow, with ongoing career development support and opportunities for advancement with Bank of America and Merrill.
- Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education.
As a Senior FSA, you can look forward to:
- Unlimited potential for financial growth.
- A strong referral network from across the business that will give you a leg-up on client acquisition.
- 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.
- Leadership opportunities, from leading client and conference seminars to mentoring junior associates.
Were a culture that:
- 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 skills:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- One year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- One year 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) by start date.
- Maintains $15mil in AUM (for Field) and $25mil in AUM (for Centralized/National) on their current book.
- Sets and accomplishes goals, achieving whatever you put your 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 your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired skills:
- Strong computer skills with an ability to multitask in a demanding environment.
- Obtained insurance licenses.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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