Financial Advisor providing financial consulting services for members via video or phone meetings. Promoting growth of NFIS products and managing less complex investment needs in Richmond, VA.
About the role
- Financial Solutions Advisor providing comprehensive advice and custom solutions in financial planning at Bank of America. Assisting clients with brokerage products and ensuring regulatory compliance.
Responsibilities
- Works with clients to plan their short and long-term financial goals
- Recommends banking and investment strategies
- Triages client requests and makes referrals
- Mitigates and controls risk
- Identifies and engages potential new clients
- Provides coaching and feedback to referral partners
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds strong relationships
- Communicates effectively and confidently
- Efficiently manages time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- Paid time off
- Health insurance
- Access to resources and support for employee wellness
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