Investment Advisor at Navy Federal assisting clients in achieving financial goals through consultations. Working with insurance and investment products while managing smaller accounts.
About the role
- Seeking Financial Solutions Advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals at Bank of America.
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.
Requirements
- Currently holds Series 7 and 66 (63 and 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.
- Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Minimum of 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, achieving whatever one sets their 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 time and capacity.
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
- Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
- Opportunities to learn, grow, and make an impact.
- Inclusion as a workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance.
Job title
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