Bank of America Financial Solutions Advisor- Orchard Park Financial Center- San Jose, CA in San Jose, California
FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Participates in on-going training and interaction with the Merrill Lynch Wealth Complex. The role is a bridge between banking and brokerage, therefore the FSA must have a general awareness of core banking and investment solutions. The FSA should be able to provide an enterprise product view for our clients, executing referrals across banking and brokerage lines. Demonstrates proficiency with appropriate banking center systems and routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired. CFP or CRCP preferred. 4 year business degree preferred. One+ years experience in business development and investments training.
This position may be 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. If your position requires SAFE Act registration, you will be 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 your immediate termination.
Required Skills & Experience:"MUST" have these skills to be minimally qualified.
Three + years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services.
One+ years experience in business development and investments training.
Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions.
Knowledge of banking (credit and deposit) products and services desired.
Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles.
Series 7 required. This role also requires series 66 (63 & 65 in lieu of 66). 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.
A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
Results oriented with proven track record of outstanding ability to motivate and influence other to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others.
Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic.
Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations.
A respected business partner who adds value to the broader team and can diplomatically handle conflict; demonstrated ability to cultivate effective revenue generating partnerships with other LOBs.
Ability to handle ambiguity and adapt to changing circumstances.
An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client.
Excellent time management and organizational skills.
Preferred Skills & Experience:
Four year degree desired, preferably in business related field.
Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRCP) Designations desired.
Insurance licenses desired.
Posting Date : 05/17/2018
San Jose, CA, ORCHARD PARK BC, 2611 N 1st St,
- United States
Travel : Yes, 25% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
Weekly Schedule : Monday-Friday Open availability required + some Saturdays
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