Financial Solutions Advisor - St Bethlehem

Financial Solutions Advisor

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 working with clients to plan their short and long-term financial goals, recommending banking and investment strategies, triaging client requests, and mitigating and controlling risk as part of daily activities.

Responsibilities :

• Works with clients to plan their financial goals
• Recommends banking and investment strategies
• Triages client requests
• Mitigates and controls risk
• Identifies and engages potential new clients

Required Qualifications :

Currently holds Series 7 & 66 licenses

Has at least one year experience in the investments industry

Has at least one year experience working in the financial service industry

Sets and accomplishes goals

Builds and nurtures strong relationships

Collaborates effectively with others

Communicates effectively and confidently

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 time and capacity

Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities

Desired Qualifications :

Strong computer skills with an ability to multitask

At least three years' experience working in the financial service industry

Achieved additional professional designations

Obtained insurance licenses

Skills :

Advisory

Account Management

Client Experience

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, 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. 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.