Financial Solutions Advisor II- Consumer Investments-Alpharetta market

Financial Solutions Advisor II

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.

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 recommended

Required Qualifications :

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

Has at least one year experience working in the financial service industry and / or a sales environment where goals were met or exceeded

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 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 your insurance licenses

Skills :

Advisory

Account Management

Client Experience Branding

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, 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.