Ghr
Financial Solutions Advisor - Capital Blvd Financial Center (Bi-Lingual Spanish
Raleigh
Sponsorship not specifiedDetected 1 day ago
Brand StrategyAccount ManagementPipeline ManagementLeadershipCommunicationCollaborationMentoring
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odds of building a lasting career here
16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
- These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
- Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
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
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
- We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
- Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
- At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Requirements
- Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Must be able to work Monday through Friday and rotating Saturdays
- Strong computer skills with an ability to multitask in a demanding environment
- Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Job expectations include applying and expanding knowledge by completing required licenses and trainings.
- 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
- Issue Management
- Pipeline Management
- Causation Analysis
- Client Management
- Policies, Procedures, and Guidelines
Benefits
- We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Company info
- 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.
- Mitigates and controls risk as part of daily activities
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
This listing is sourced directly from Ghr's careers page and normalized into a canonical job model.