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Registered National Financial Solutions Advisor I

Company: Disability Solutions
Location: Pennington
Posted on: June 11, 2024

Job Description:

Job Description: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. 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. 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!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 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.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 recommendedAdditional skills used:
    • 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 CommunicationsWe'll 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.--- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.--- Build your network. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.--- 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.--- Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.As a Financial Solutions Advisor, you can look forward to--- Unlimited potential for financial growth.--- Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.--- 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.We're a culture which--- 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 qualifications--- Series 7, and 66 or equivalent--- Is comfortable in a sales role, finding ways to nurture strong client relationships.--- Communicates clearly and confidently with clients from all walks of life.--- Works well with others and collaborates productively to get things done.--- Can manage complexity, prioritize tasks and execute in a fast-paced environment.--- Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.--- Efficiently manages your time and capacity.--- Is thorough, and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.Desired qualifications--- A bachelor's degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.--- Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.--- Strong computer skills with an ability to multitask in a demanding environment.Shift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Trenton , Registered National Financial Solutions Advisor I , Accounting, Auditing , Pennington, New Jersey

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