Consumer Investments Financial Solutions Advisor Stage I- Sunland Financial Center
Company: Disability Solutions
Location: Los Angeles
Posted on: October 14, 2024
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Job Description:
Job Description:The following laws or regulations restrict or
prohibit the hiring of individuals with certain specified criminal
history for the position: FDIC; Safe Act; Loan Originators; FINRA.
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're devoted to being a
diverse and inclusive workplace for everyone. 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. 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, and meeting with clients to review financial
and investment goals and recommend 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:--- Works with clients to plan their
short and long-term financial goals by building a financial plan
with brokerage products, such as 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 clienteleRequired Qualifications:---
Currently holds Series 7 & 66 (63 & 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.Desired Qualifications:--- 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.Skills:--- Client Experience Branding--- Client
Solutions Advisory--- Pipeline Management--- Referral Management---
Investment Management--- Client Management--- Portfolio
Management--- Prospecting--- Referral Identification--- Customer
and Client Focus--- Risk Management--- Trading--- Business
Acumen--- Executive Presence--- Oral CommunicationsShift:1st shift
(United States of America)Hours Per Week: 40Pay Transparency
detailsUS - CA - Sunland - 8510 Foothill Blvd - SUNLAND BC
(CA8129)Pay and benefits informationPay range$65,000.00 -
$75,000.00 annualized salary, offers to be determined based on
experience, education and skill set.Formulaic incentive
eligibleThis role is eligible to participate in a formulaic
incentive plan. Employees are eligible for incentives as detailed
by the specific line of business incentive plan provisions.
Formulaic plans may be comprised of monthly, quarterly and/or
annual incentive opportunities. Incentives are earned based on the
employee's performance against defined metrics.BenefitsThis role is
currently benefits eligible. We provide industry-leading benefits,
access to paid time off, resources and support to our employees so
they can make a genuine impact and contribute to the sustainable
growth of our business and the communities we serve.
Keywords: Disability Solutions, Santa Barbara , Consumer Investments Financial Solutions Advisor Stage I- Sunland Financial Center, Accounting, Auditing , Los Angeles, California
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