Personal Financial Advisor

Personal Financial Advisor

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

As a Financial Advisor, you will be responsible for offering personalized financial guidance and tailored solutions to clients, helping them achieve their financial goals and navigate different life stages competently. Your duties will encompass building strong client relationships, assessing their financial requirements, devising individualized strategies, and providing appropriate financial advice. You will be a trusted ally in overseeing clients' investment goals, retirement planning, wealth management, and other crucial financial objectives.

Responsibilities of Financial Advisor:

• Collaborating with customers to develop a tailored financial plan to meet their immediate and future financial goals leveraging brokerage options like equities, bonds, mutual funds, annuities, as well as banking and wealth management solutions
• Endorses banking and investment strategies that are harmonious with the client's financial objectives and needs
• Prioritizes client requests and refers them to suitable internal service providers according to client needs and resource thresholds
• Regulates and oversees risk in day-to-day undertakings
• Identifying and initiating contact with potential clients through referrals or individuals visiting financial service locations
• Delivers coaching and evaluations to referral collaborators by considering client needs and suggested product recommendations

Financial Advisor Qualifications:

• Demonstrates a minimum of one year of involvement in the investments domain, coupled with specific training in investments and a deep understanding of investment options.
• Must have a minimum of one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Accomplishes ambitions through dedicated pursuit and determination.
• Cultivates and fosters lasting relationships.
• Successful in cooperating with colleagues to accomplish tasks.
• Projects confidence in communication and engages with clients in a comfortable manner.
• Manages objectives, navigates through intricacies, prioritizes tasks, and executes them quickly in a fast-paced setting.
• Is dedicated to continuous learning, is flexible in incorporating new insights, and is committed to delivering the best solutions for clients.
• Skillfully balances time management and capacity.
• Utilizes a thorough and strategic approach in integrating relevant regulatory evaluations into the day-to-day activities and future aspirations for clients.

Desired Qualifications:

• Demonstrating strong computer skills alongside the capability to multitask in a high-demanding context.
• Relevant experience of three years in the financial service industry or a sales role, with a proven history of reaching or surpassing goals.
• Earned additional credentials such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Acquired your insurance certifications.

Minimum Education Requirement:

Obtaining a GED, high school diploma, or its comparable qualification is necessary

Skills:

• Advisory
• Account Management
• Client Experience Branding
• Zeroing in on developing long-lasting connections with customers and clients
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, procedures, and guidelines encompass a set of principles and protocols designed to ensure consistency, compliance, and efficiency in the operation of a business
• Client Management
• Causation Analysis
• Written Communications

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