Financial Solutions Advisor Registration Candidate - Heckle

Overview Provides comprehensive advice and customized financial solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, referring to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. The position may involve residential mortgage loans and is subject to SAFE Act registration requirements. All employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing, and must submit to the SAFE Act background check. Failure to obtain or maintain SAFE Act registration may result in disciplinary action up to termination. Responsibilities Work with clients to plan short- and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money management solutions Recommend banking and investment 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 Identify and engage potential new clients through referrals or financial center clientele Required Qualifications Aptitude in obtaining required industry licenses Self-discipline in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Ability to build strong peer relationships through effective communication and collaboration Results-driven mindset with priority on the client's interest in a complex, fast-paced environment Ability to execute multiple tasks simultaneously Learns and adapts to new technology or applications Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor\'s degree and/or a minimum of one year of financial services industry or sales experience Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Work Schedule Monday - Friday with rotating Saturdays Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America