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Financial Solutions Advisor - Tulsa Market
Broken Arrow Oklahoma Tulsa Oklahoma Tulsa Oklahoma Tulsa Oklahoma Tulsa Oklahoma Tulsa Oklahoma Tulsa Oklahoma Tulsa Oklahoma Tulsa Oklahoma
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Job Description
Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed
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. 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
Work Schedule
Monday-Friday plus some Saturdays as Required
Sample Schedule 8am-5pm 9am-6pm etc
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 andor 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 & 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 andor 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 andor a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner CFP andor 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 • Client Management • Causation Analysis • Written Communications
Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed
Shift1st shift
United States of America
Hours Per Week 40
Learn more about this role
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Music in background throughout Bank of America® logo shown periodically throughout
On screen disclosure Please see important information at the end of this video.
At Bank of America I get to make a difference every day.
On screen copy Financial Solutions Advisor
As a Financial Solutions Advisor my job is to advise my clients on their investment goals and match them with the right portfolio and specialists to help them pursue those goals.
On screen copy Advise clients on their investment goals in order to pursue those goals
Saving and Budgeting tool in the mobile app is shown
I interact with clients from all walks of life from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. I match my knowledge of financial markets and investment products with clients individual investment needs. A key part of my role is accomplishing performance goals through consultative needs-based analysis and organized follow up with my clients.
On screen copy Accomplishing performance goals through needs-based analysis and client follow-up
When I first started I had a lot to learn about the investment world and compliance standards but I was equipped with the tools and training I needed to succeed. In my last job I worked mostly on my own. Here I get to work in a team environment every day. I even get some of my best referrals from my teammates. And since I work with people in so many different departments Im able to build connections and learn more about other roles. Everyone here is really supportive of your career growth. I meet with my manager on a regular basis to talk about my goals and she gives me advice for how to make them a reality.
On screen copy Regular meetings with your manager to make your goals a reality
As a Financial Solutions Advisor you will participate in the award-winning Academy at Bank of America. From my first day to today the Academy has equipped me with all the knowledge skills and resources I need to be successful.
On screen copy Trained by the award-winning Academy at Bank of America Brandon Hall Gold Award for Learning and Development" Im hoping to move into a leadership role in the future and I feel Ill be able to make this a reality thanks to my manager and the people around me. And its that kind of support that makes it so easy to support my clients every day. We all have goals. Pursue yours at Bank of America and Merrill.
On screen copy Bank of America® logo
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On screen disclosures Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race religion color sex sexual orientation gender gender identity age national origin ancestry citizenship protected veteran or disability status or any factor prohibited by law and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action in accordance with all applicable federal state provincial and municipal laws. Merrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S" or Merrill" makes available certain investment products sponsored managed distributed or provided by companies that are affiliates of Bank of