[Remote] National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required)

Note: The job is a remote job and is open to candidates in USA. Bank of America is dedicated to creating meaningful relationships with clients and businesses across the country. They are seeking National Financial Solutions Advisors to provide comprehensive financial advice and solutions, leveraging the Bank of America and Merrill offering model to help clients achieve their financial goals.

Responsibilities

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success
• Get training and one-on-one coaching from Academy managers who are invested in your success
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions
• Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities
• Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs
• Unlimited potential for financial growth
• Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education
• Robust marketing support to reach wider audiences with greater appeal
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes

Skills

• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
• Is comfortable in a sales role, finding ways to nurture strong client relationships
• Communicates clearly and confidently with clients from all walks of life
• Works well with others and collaborates productively to get things done
• Can manage complexity, prioritize tasks and execute in a fast-paced environment
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients
• Efficiently manages your time and capacity
• Is thorough, and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients
• A bachelor's degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships
• Strong computer skills with an ability to multitask in a demanding environment

Benefits

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
• Unlimited potential for financial growth.
• Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
• Robust marketing support to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

Company Overview

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