Financial Solutions Advisor - Jacksonville Market

Overview

Job Description: Bank of America describes a role focused on providing comprehensive financial guidance and tailored solutions to clients, supporting Responsible Growth through client service, and offering flexible work arrangements based on role requirements.

• Works with clients to plan short- and long-term financial goals by building a financial plan using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money management solutions.
• Recommends banking and investment strategies that align with client 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 existing clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services.

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, builds and nurtures strong relationships, and collaborates effectively with others to get things done.
• Communicates effectively and confidently with clients and handles conversations across a range of clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Demonstrates willingness to learn, adapt to new information, and seek appropriate solutions for clients.
• Efficiently manages time and capacity; incorporates regulatory due diligence into daily activities and long-term client strategies.

• Strong computer skills with the ability to multitask in a demanding environment.
• Three or more years of experience in the financial service industry and/or a sales environment with proven goal attainment.
• Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

• 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

1st shift (United States of America)

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