Financial Solutions Specialist

Vor 5 Tagen


Hannover, Niedersachsen, Deutschland Bank of America Vollzeit
Job Summary

This role is responsible for providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Work 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
  • Recommend banking and investments strategies that align with client financial goals and needs
  • Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds
  • Mitigate and control risk as part of daily activities
  • Identify and engage potential new clients through referrals or financial center clientele
  • Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Requirements
  • 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


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