Financial Solutions Advisor

il y a 1 jour

SaintLouis, Grand Est, France Bank of America Temps plein

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. We do this by driving Responsible Growth and delivering 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:
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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • 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

Required Qualifications:

  • Currently holds Series 7 and and 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
  • Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity
  • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Desired Qualifications:

  • Strong computer skills with an ability to multitask in a demanding environment
  • Minimum of three years of 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 insurance licenses

Skills:

  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

  • Financial Solutions Advisor

    il y a 2 semaines

    Saint-Louis, Grand Est, France Bank of America Temps plein

    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. We do this by driving Responsible Growth and delivering 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...

  • Professional / Senior C# Developer

    il y a 6 jours

    Saint-Louis, Grand Est, France Avacone Temps plein

    Role OverviewWe are an established IT services company delivering technology solutions to clients in the banking and financial services sector. We are looking for a Professional / Senior C# Developer to design, develop, and maintain high-quality software solutions for a major banking client.This role is hands-on and delivery-focused, operating within a...

  • Professional / Senior C# Developer

    il y a 6 jours

    Saint-Louis, Grand Est, France Avacone Temps plein

    Role OverviewWe are an established IT services company delivering technology solutions to clients in the banking and financial services sector. We are looking for a Professional / Senior C# Developer to design, develop, and maintain high-quality software solutions for a major banking client.This role is hands-on and delivery-focused, operating within a...

  • Senior / Lead C# Developer

    il y a 6 jours

    Saint-Louis, Grand Est, France Avacone Temps plein

    Role OverviewWe are an established IT services company working closely with clients in the banking and financial services sector. We are looking for a Senior / Lead C# Developer to lead the design and delivery of enterprise-grade software solutions for a major banking client.This role combines hands-on development with technical leadership, operating within...

  • Senior / Lead C# Developer

    il y a 6 jours

    Saint-Louis, Grand Est, France Avacone Temps plein

    Role OverviewWe are an established IT services company working closely with clients in the banking and financial services sector. We are looking for a Senior / Lead C# Developer to lead the design and delivery of enterprise-grade software solutions for a major banking client.This role combines hands-on development with technical leadership, operating within...

  • Sr Business Control Specialist

    il y a 2 semaines

    Saint-Louis, Grand Est, France Bank of America Temps plein

    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. We do this by driving Responsible Growth and delivering 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...

  • Relationship‑Focused Financial Advisor

    il y a 4 jours

    Saint-Léonard, France CIBC Temps plein

    A prominent banking institution in Saint-Léonard seeks a dedicated Financial Advisor to build relationships and grow a client portfolio. This role emphasizes strong client engagement, business development, and community involvement. Candidates should have 1-3 years of experience in financial advising with relevant certifications. Competitive salary,...

  • Financial Advisor

    il y a 4 jours

    Saint-Léonard, France CIBC Temps plein

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Personal finance advisor

    il y a 3 jours

    Saint-Félicien, Auvergne-Rhône-Alpes, France Desjardins Temps plein

    As a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...

  • Wealth Management Advisor

    il y a 2 semaines

    Saint-Constant, Auvergne-Rhône-Alpes, France Desjardins Temps plein

    As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...

  • Wealth Management Advisor

    il y a 4 jours

    Saint-Martin-de-May, France Desjardins Group Temps plein

    OverviewAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...

  • Personal Finance Advisor

    il y a 5 jours

    Saint-Apollinaire-de-Rias, Auvergne-Rhône-Alpes, France Desjardins Temps plein

    As a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...

  • Financial Planning

    il y a 6 jours

    Rue Louis Saillant, Portes-lès-Valence, France - Europe, France, Rhone-Alpes, Drôme () Limagrain Temps plein

    Informations générales Entité de rattachement Coopérative agricole et groupe semencier international détenus par des agriculteurs français, Limagrain est guidé par une raison d'être : coopérer pour le progrès de l'agriculture partout, pour tous. Focalisé sur le progrès génétique des plantes, Limagrain sélectionne, produit et commercialise...

  • Structured Finance

    il y a 21 heures

    Montbonnot-Saint-Martin, France ZM Financial Systems Temps plein

    Collaboration = Innovation One leads to the other. At Moody’s, we believe good teamwork gives us an edge. We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges. Join us and let’s move the world forward together. Department - In Structured Finance we have proprietary data assets with extensive history and...

  • Internship Finance Business Advisor Retail Banking

    il y a 3 jours

    Saint-Michel-sur-Orge, France ING Temps plein

    Internship - Full-time - Brussels - English Master’s degree Introduction Within Finance Business Advice (FBA) we are looking for an intern to assist our team. Our crew is perfectly situated to financially navigate the business through a rapidly changing banking environment with rising interest rates, high inflation, and a challenging geopolitical...

  • Financial Analyst

    il y a 6 jours

    Rue Louis Saillant, Portes-lès-Valence, France - Europe, France, Rhone-Alpes, Drôme () Limagrain Temps plein

    Informations générales Entité de rattachement Coopérative agricole et groupe semencier international détenus par des agriculteurs français, Limagrain est guidé par une raison d'être : coopérer pour le progrès de l'agriculture partout, pour tous. Focalisé sur le progrès génétique des plantes, Limagrain sélectionne, produit et commercialise...