Bank of America — банк ісі, қаржы және финтех салаларында қызмет көрсететін жаһандық қаржы ұйымы. Оның қызметтеріне жеке банкинг, шағын бизнеске қолдау көрсету, активтерді басқару, инвестициялық қызметтер және жеке тұлғаларға, кәсіпорындар мен ұйымдарға капитал нарықтарына қол жеткізу мүмкіндігі кіреді. Компания сондай-ақ тұрақты қаржыландыру, әртүрлілікті қолдау бастамалары және қоғамды дамыту бағдарламалары арқылы жауапты өсуге назар аударады.
Financial Solutions Advisor – South Puget Sound and Seattle Area
Advise Bank of America clients on tailored financial plans, investment strategies, and banking and brokerage products. Serve financial centers across the South Puget Sound and Seattle market area.
Сипаттама
- Deliver personalized advice and solutions that help clients pursue their financial goals
- Assess and route client leads and service requests
- Refer clients to internal partners according to their needs and asset thresholds
- Meet with clients to discuss financial and investment objectives
- Create financial plans using stocks, bonds, mutual funds, annuities, banking products, and managed-money solutions
- Recommend banking and investment approaches suited to each client’s goals and needs
- Manage and reduce risk in day-to-day activities
- Develop new business through referrals and financial-center relationships
- Coach referral partners and provide performance feedback
- Complete all required licensing and training
- Train at a designated financial center and, if necessary, begin in a phone-based role until a reasonably commutable financial-center placement is available
Талаптар
- Active Series 7 and Series 66 licenses are required; Series 63 and 65 may replace Series 66, and holders of Series 63 or 65 without Series 66 must complete the missing exam within 60 days
- At least one year of investment-industry experience, including investment training and detailed knowledge of investment products and services
- At least one year of experience in financial services or a sales setting with achieved or exceeded goals
- SAFE Act registration, a background check, and continued good standing are required
- Demonstrated ability to set and achieve goals
- Ability to establish and maintain strong relationships
- Effective collaboration skills
- Clear, confident communication abilities
- Ability to manage objectives, handle complexity, prioritize work, and perform in a fast-paced environment
- Willingness to learn, adapt to new information, and find solutions for clients
- Efficient time and capacity management skills
- Ability to integrate regulatory due diligence into daily work and longer-term client strategies
- Strong computer proficiency and multitasking ability
- Preferred: at least three years of financial services or sales experience
- Preferred: CFP or CRPC designation
- Preferred: insurance licenses
Артықшылықтар
- Formula-based incentive plan offering monthly, quarterly, and/or annual incentive opportunities
- Eligibility for employee benefits
- Paid time off
- Employee resources and support
- Training and opportunities for learning and professional growth