Financial Planner

Financial Planner

Job Description:

Being a Financial Planner requires providing comprehensive financial guidance and personalized solutions to clients to support them in achieving their financial goals and managing different life stages adeptly. This role involves close collaboration with clients to grasp their financial requirements, proposing customized strategies, and suggesting appropriate financial products. You will serve as a dependable partner in overseeing clients' investment aspirations, retirement preparations, wealth management, and other crucial financial priorities.

Responsibilities:

• Helping clients map out their short and long-term financial targets by formulating a financial roadmap that encompasses brokerage options including equities, bonds, mutual funds, annuities, and banking products along with tailored investment strategies
• Offers advice on banking and investment plans that are suited to the financial aspirations and necessities of the client
• Organizes and prioritizes client demands, then steers them towards the appropriate in-house service providers following client needs and asset thresholds
• Deals with and moderates risk in the course of daily activities
• Discerns and involves potential new customers via referrals or individuals frequenting financial establishments
• Delivers coaching and evaluations to referral collaborators by considering client needs and suggested product recommendations

Required 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.
• Needs to have one year of experience in the financial service industry or a sales environment and a proven history of meeting or exceeding objectives.
• Demonstrates the ability to reach any desired outcome by setting specific goals.
• Strengthens and maintains close ties.
• Collaborates productively with peers to complete tasks in a proficient manner.
• Is adept at effective communication and approaches client interactions with confidence and ease.
• Directs aims, handles complications, organizes tasks by importance, and carries out responsibilities promptly.
• Finds pleasure in expanding their understanding, is open to adjusting to updated information, and is dedicated to discovering suitable outcomes for customers.
• Skillfully organizes your time and workload.
• Shows a thorough and mindful manner in integrating relevant regulatory audits into the everyday tasks and strategic goals for clients.

Desired Qualifications:

• Excellent computer proficiency coupled with the capacity to juggle various tasks effectively in a challenging work environment.
• Relevant experience of three years in the financial service industry or a sales role, with a proven history of reaching or surpassing goals.
• Secured more professional designations including Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Secured your insurance authorizations.

Minimum Education Requirement:

Successful completion of high school or an equivalent program is required

Skills:

• Advisory
• Account Management
• Client Experience Branding
• Focusing on delivering exceptional service to customers and clients
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• The term policies, procedures, and guidelines collectively describe the standard operating procedures and rules that dictate the conduct and actions of individuals within a company
• Client Management
• Causation Analysis
• Written Communications

About Us:

Bank of America is committed to enhancing the financial lives of individuals through meaningful connections. Our operational philosophy of Responsible Growth underpins our commitment to fulfilling the needs of clients, employees, communities, and shareholders. A pivotal aspect of our business approach is the emphasis placed on creating an inclusive workplace that attracts and nurtures top talent, supports the holistic well-being of employees, cultivates a culture of recognition and reward for exceptional performance, and drives positive change in the areas we serve. Bank of America advocates for an office-centric work culture with clear guidelines on physical attendance while providing flexibility tailored to the unique demands of different roles and functions. Bank of America is a place where you can cultivate a successful career, seize opportunities for learning and advancement, and make a substantial impact in the world around you. Join us and be part of a team that is dedicated to improving the financial well-being of all

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