- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
- Currently holds Series 7 & & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
-
Business Solutions Advisor
15 hours ago
Bank of America New York, United StatesBusiness Solutions Advisor - Canal & Broadway Financial Center - New York, NY · New York, New York · **Job Description:** · 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 ho ...
-
Global Carbon Solutions Advisor
1 week ago
A-Gas New York, United StatesGlobal Carbon Solutions Advisor · Home-Based with regular international travel · Competitive salary + bonus · The world must cut global greenhouse gas emissions. · One climate solution with massive potential impact is Lifecyle Refrigerant Management (LRM). · LRM involves the ...
-
Global Carbon Solutions Advisor
1 week ago
A-Gas Americas Corona, United StatesJob Description · Job DescriptionGlobal Carbon Solutions Advisor · Home-Based with regular international travel · Competitive salary + bonus · The world must cut global greenhouse gas emissions. · One climate solution with massive potential impact is Lifecyle Refrigerant Managem ...
-
Business Solutions Advisor
1 month ago
Bank of America New York, United States OTHERJob Description: · 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. ...
-
Merrill Financial Solutions Advisor
3 weeks ago
Bank of America Stamford, United StatesMerrill Financial Solutions Advisor - Stamford Market (PR) page is loaded · Merrill Financial Solutions Advisor - Stamford Market (PR) · Apply · locations · Stamford · time type · Full time · posted on · Posted Yesterday · job requisition id · Job Description: · At Bank ...
-
TransUnion New York, United StatesTransUnion's Job Applicant Privacy Notice · Personal Information We Collect · Your Privacy Choices · **What We'll Bring**: · At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to he ...
-
Financial Advisor
4 weeks ago
LPL Financial Bethpage, United States Full timeFinancial Advisor - Teachers Federal Credit Union · Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers Feder ...
-
Wealth Advisor Internship
4 days ago
Northwestern Mutual - Park Ave Farmingdale, United States InternshipSHIPJob Description · Job DescriptionSalary: · INTERNSHIP OPPORTUNITY - Currently working in Hybrid Model · Eligibility: College Juniors / Seniors + Graduate Students · Individuals who are driven, entrepreneurial, self-motivated, great at building relationships and goal-oriented, an ...
-
Business Relationship Manager
1 week ago
ApTask Farmingdale, United StatesAbout Client: · The Client is a leading global IT services and consulting company, providing a wide range of services to clients in various industries, including banking, financial services, retail, manufacturing, healthcare, and more. It is one of the largest employers in the IT ...
-
Major Accounts Territory Sales Manager
1 week ago
ADP Farmingdale, United StatesADP is hiring a Sales Representative, Major Accounts. · Are you ready to control your financial future with unlimited upside earnings potential? · Do you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, an ...
-
Director, Health Informatics
1 week ago
Memorial Sloan Kettering Farmingdale, United StatesPay Range: $(phone number removed)-$(phone number removed) Company Overview: The people of Memorial Sloan Kettering Cancer Center (MSK) are united by a singular mission: ending cancer for life. Our specialized care teams provide personalized, compassionate, expert care to patient ...
-
Investment Banking Managing Director
1 week ago
Bridgepoint Investment Banking Farmingdale, United States· WHO WE ARE · Bridgepoint Investment Banking is not an old school, antiquated investment bank. Were next gen impact-focused, growing and entrepreneurial. We provide a better and more fun environment for Wall Street rockstars to utilize their skills and expertise to provide unco ...
-
Director - ERM
3 weeks ago
TTI of USA, Inc. Farmingdale, United StatesDirector - Enterprise Risk Management · Market Services North American Markets · The Team · Group Risk Management (GRM) collaborates with businesses as a trusted advisor, facilitating well-informed decisions that support the bank's strategic objectives. GRM manages and continues ...
-
Financial Advisor
2 weeks ago
Northwestern Mutual Melville, United StatesFor over 160 years, Northwestern Mutual advisors have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to ...
-
Financial Sales Representative
2 days ago
Northwestern Mutual Melville, United StatesLOCAL Long Island candidates only - must be living in or near Suffolk County (Melville, NY) prior to applying · Our Northwestern Mutual office in Suffolk County (Melville, NY) is currently seeking individuals to join our team of Financial Advisors. We specialize in recruiting "c ...
-
TAS Manager
1 week ago
Citrin Cooperman Melville, United States Full time RegularThis year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility ...
-
Consultative Sales Account Executive
3 weeks ago
ADP Melville, United StatesADP is hiring a Sales Representative, Human Resources Outsourcing (HRO). · Are you ready for your next best job where you can elevate your financial future? · Are you looking to grow your career with a formal career path at an established, respected, global leader? · Do you want ...
-
VP of Client Experience
2 weeks ago
KWI Melville, United StatesVP of Client Experience · *This is a hybrid role* · The Opportunity · As the VP of Client Experience, you are responsible for orchestrating the entire customer success function, with the primary goal of ensuring customers are satisfied, achieving their desired outcomes, and con ...
-
Destination Services Associate
13 hours ago
Apple Leisure Group Melville, United States Full timeJob Details · Description · At Apple Leisure Group, we care for people so they can be their best. We deliver distinctive experiences for our guests, while providing a world of understanding and care. We strive to be the first choice in vacation travel, enriching lives and uniti ...
-
National Financial Partners Plainview, United StatesWho We Are · NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner a ...
Financial Solutions Advisor - Farmingdale, United States - Bank of America
![Bank of America background](https://contents.bebee.com/companies/us/bank-of-america/background-dRyPO.png)
Description
Job Description:
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.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.
We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements.Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:
1st shift (United States of America)
Hours Per Week:
40