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in Oklahoma City, OK

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Hours Full-time, Part-time
Location oklahoma city, Oklahoma

About this job

The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for the purpose of concentrating on a targeted aspect of the Team’s business. The primary focus ofthe TFA Planner role is to deliver a full range of goals-based planning & financial solutions to their FA Team’s clients. The TFA Planner will own and manage the planning components of the team’s client service model.

KeyResponsibilities

Understand all aspects of an optimal practice and complete the training and development needed to prepare for a successful career as a Financial Advisor

Build and maintain a clear process for adding to and updating client profile information in Salesforce after regular client reviews

Consistently make adjustments to analytics, portfolio, balance sheet, net worth statement and recommendations based on new or relevant information

Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs

Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies

Maintain a full understanding of ML online capabilities

Possess a working knowledge of financial planning wealth management tools

Possess niche-related knowledge and remain current on industry rules and relevant regulations including future standards that may be mandated

Use relevant knowledge and content to educate other Financial Advisors on strategies

Manage the team’s client profiling process by leveraging all Firm resources

Deliver holistic goals-based financial solutions to clients

Prepare and present detailed customized client reports including metrics on progress to goals, especially during client reviews

Fulfill continuing education requirements to maintain designation(s)

Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies

Complete required training, obtain industry licenses (Series 7 & 66), master assessments, maintain continuing education requirements and meets minimum performance standards

Source prospective clients and capitalize on referrals

Deliver customized solutions and through collaboration deliver the full resources of Bank of America Merrill Lynch

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.

Qualifications:

· Strong analytical skills

· Proven ability to identify clients optimal risk profiles, goals, objectives and appropriate asset allocation

· Proven ability to assess needs of clients and recommend appropriate solutions/interventions

· Proven ability to work collaboratively on a team and with key partners

· Proven ability to listen and probe for clarity and understanding

· Goal and results oriented

· Highly effective communication skills (written and verbal)

· Proven ability to engage with and influence others

· Solid follow-through skills

· Strong computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Ideal candidate will have:

· At minimum a Bachelors Degree

· Credentialed with planning designations (s) – CFP or CHFC – The TFA curriculum assists candidates prepare for an earn the CFP designation

· Experience working with clients on planning-related needs

· Proficiency in using SalesForce / Client Relationship Manager Tool

· Strong understanding of the Financial Advisor role