Financial Strategy Advisor

Financial Strategy 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:

The position of a Financial Strategy Advisor entails providing thorough financial advice and individualized solutions to clients, assisting them in reaching their financial goals and navigating various life stages adeptly. Your role will involve establishing strong client connections, analyzing their financial needs, suggesting bespoke strategies, and recommending suitable financial instruments. You will be a reliable partner in managing clients' investment objectives, retirement planning, wealth management, and other significant financial priorities.

Responsibilities:

• 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
• Puts forward banking and investment recommendations that are in line with the financial goals and needs of the client
• Manages and triages client inquiries by referring them to suitable in-house service providers aligned with client needs and resource thresholds
• Controls and mitigates risk within daily endeavors
• Identifies and facilitates connections with potential clients via referrals or engagement with customers at financial institutions
• Provides counseling and assessments to referral collaborators based on understanding client needs and suggested product services

Required Qualifications:

• Brings to the table over a year of experience in the investments sector, supported by investment-specific training and a thorough understanding of investment products and services.
• Must demonstrate a minimum of one year of experience in the financial service industry or a sales environment where objectives were met or exceeded.
• Reaches milestones by setting and achieving measurable objectives.
• Establishes and grows solid connections.
• Shows effectiveness in working collectively with others to achieve common goals.
• Projects confidence in communication and engages with clients in a comfortable manner.
• Directs goals, manages complexity, prioritizes tasks, and accomplishes them promptly in a high-speed environment.
• Demonstrates a keen interest in acquiring knowledge, remains adaptable to new information, and consistently strives to offer appropriate solutions to clients.
• Efficiently oversees time and resources.
• Utilizes a thorough and strategic approach in integrating relevant regulatory evaluations into the day-to-day activities and future aspirations for clients.

Desired Qualifications:

• Skillful in computer operations and adept at multitasking in a demanding workplace.
• Demonstrated success in the financial service industry or a sales role for a minimum of three years, consistently meeting or exceeding prescribed targets.
• Earned additional certifications such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Received your insurance endorsements.

Minimum Education Requirement:

Meeting the requirement of a high school diploma, GED, or its equal is mandatory

Skills:

• Advisory
• Account Management
• Client Experience Branding
• Putting the spotlight on exceeding the standards set by customers and clients
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, procedures, and guidelines are the official documents that outline the rules, protocols, and standards that employees are required to adhere to in carrying out their duties and responsibilities
• Client Management
• Causation Analysis
• Written Communications

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