Financial Solutions Advisor- Williamette Valley

Overview

Financial Solutions Advisor
- Williamette Valley. This position provides comprehensive advice and customized 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, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The role requires completing required licenses and trainings and is subject to SAFE Act registration requirements, including background checks for residential loan mortgage originations.

Monday-Friday, plus some Saturdays as required.

• Work with clients to plan short- and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money management solutions.
• Recommend 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.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services.

• Currently holds Series 7 & 66 licenses (or 63 & 65 in lieu of 66; if missing 66, the offer may be contingent on passing within 60 days).
• At least one year of experience in the investments industry and in-depth knowledge of investment products and services.
• At least one year of experience in the financial service industry and/or a sales environment with goals met or exceeded.
• Strong goal-setting, relationship-building, collaboration, communication, and client engagement skills.
• Ability to manage goals, navigate complexity, prioritize tasks, and work in a fast-paced environment.
• Willingness to learn, adapt to new information, and seek solutions for clients.
• Effective time management and regulatory due diligence in daily activities and long-term strategies.

• Strong computer skills with multitasking ability in a demanding environment.
• Three or more years of experience in the financial service industry and/or a sales environment with goals met or exceeded.
• Professional designations such as Certified Financial Planner (CFP) 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

EEO Notice: Bank of America and its affiliates consider qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and promote equal employment opportunity and affirmative action in accordance with applicable laws.