Bank of America
Bank of America
Bank of America bank ishi, moliya va fintech sohalarida faoliyat yurituvchi global moliyaviy tashkilotdir. Uning xizmatlari jismoniy shaxslar uchun bank xizmatlari, kichik biznesni qo‘llab-quvvatlash, boyliklarni boshqarish, investitsiya xizmatlari hamda jismoniy shaxslar, bizneslar va muassasalar uchun kapital bozorlariga kirishni o‘z ichiga oladi. Kompaniya, shuningdek, barqaror moliyalashtirish, xilma-xillik tashabbuslari va jamoatchilikni rivojlantirish dasturlari orqali mas’uliyatli o‘sishga e’tibor qaratadi.

Financial Solutions Advisor - Little Rock Area

Advise Little Rock-area clients on investments, banking, and brokerage solutions aligned with their financial goals. Build client relationships, manage referrals and risk, and meet applicable licensing and regulatory requirements.

Tavsif

  • Deliver personalized financial guidance and solutions that support clients’ goals
  • Evaluate and route client leads and service requests
  • Refer clients to business partners and internal service teams according to their needs and asset levels
  • Meet with clients to assess financial and investment objectives
  • Develop financial plans using stocks, bonds, mutual funds, annuities, banking products, and managed-money solutions
  • Recommend banking and investment approaches suited to each client’s objectives
  • Develop prospective client relationships through referrals and financial center contacts
  • Coach referral partners and provide constructive feedback
  • Manage daily activities to reduce and control risk
  • Complete all required licensing and training programs
  • Work 40 hours per week from Monday through Friday, with rotating Saturdays
  • Train at an assigned financial center and may initially work by phone until a permanent center is selected within a reasonable commute

Talablar

  • Hold Series 7 and Series 66 licenses, or Series 63 and Series 65 instead of Series 66
  • If holding Series 63 or 65 without Series 66, pass the missing series examination within 60 days
  • Have at least one year of investment-industry experience, including investment training and detailed knowledge of investment products and services
  • Have at least one year of experience in financial services or a sales environment with achieved or exceeded targets
  • Hold a high school diploma, GED, secondary-school credential, or equivalent
  • Complete all required licenses and training
  • Meet SAFE Act registration requirements, including the required background check and registration process
  • Demonstrate the ability to establish and achieve goals
  • Build and maintain strong professional relationships
  • Collaborate effectively with colleagues and partners
  • Communicate clearly and confidently
  • Engage effectively with all clients
  • Manage objectives, handle complexity, prioritize work, and perform in a fast-paced setting
  • Remain open to learning, adapt to new information, and pursue suitable solutions for clients
  • Manage time and workload efficiently
  • Apply relevant regulatory due diligence thoroughly in daily work and long-term client strategies
  • Spanish bilingual ability preferred
  • Strong computer proficiency and multitasking ability in a demanding environment preferred
  • Three or more years of financial services or sales experience preferred
  • Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) certification preferred
  • Insurance licenses preferred

Imtiyozlar

  • Access to affordable, competitive, flexible benefits
  • Resources supporting physical, emotional, and financial well-being
  • Opportunities for learning, professional growth, and career development

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