Bank of America

Bank of America

Financial Solutions Advisor - Hillsborough and Webb Financial Center

Tampa

Sponsorship not specifiedDetected 1 day ago
Brand StrategyAccount ManagementPipeline ManagementCommunicationMentoring

About the role

  • One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.
  • We're devoted to being a diverse and inclusive workplace for everyone.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.

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
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Requirements

  • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Strong computer skills with an ability to multitask in a demanding environment.
  • Job expectations include applying and expanding knowledge by completing required licenses and trainings.
  • 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.
  • 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.

Skills

  • 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

Compensation

  • https://careers.bankofamerica.com/en-us/pay-transparency

Company info

  • 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.
  • 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.
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This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.