Financial Solutions Advisor - Marlboro Plaza Financial Center

Financial Solutions Advisor - Marlboro Plaza Financial Center

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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 include working with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, recommending banking and investment strategies that align with client financial goals and needs, triaging client requests and making referrals to appropriate internal service providers, mitigating and controlling risk as part of daily activities, identifying and engaging potential new clients through referrals or financial center clientele, and providing coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Schedule : Monday Fridays and rotating Saturdays.

Required qualifications include currently holding Series 7 & 66 (63 & 65 in lieu of 66) licenses, having at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services, and having at least one year experience working in the financial service industry and / or a sales environment where goals were met or exceeded.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.