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Financial Solutions Advisor

1 month ago

Medford, Massachusetts, United States Bank of America Full time
Job Description:

A key role in Bank of America's Consumer Investments division, the Financial Solutions Advisor is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Key Responsibilities:

  • Triage client leads and make referrals to business partners based on client needs and asset thresholds
  • Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products
  • Apply and expand knowledge by completing required licenses and trainings
  • 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 & 65 licenses (or equivalent)
  • At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and manage multiple priorities

Preferred Qualifications:

  • Strong computer skills with an ability to multitask in a demanding environment
  • At least three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
  • Obtained insurance licenses

Skills:

  • Advisory
  • Account Management
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Issue Management
  • Client Solutions Advisory
  • Pipeline Management
  • Active Listening
  • Attention to Detail
  • Risk Management
  • Policies, Procedures, and Guidelines
  • Client Management
  • Causation Analysis
  • Written Communications

Shift: 1st shift (United States of America)

Hours Per Week: 40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.

The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

This communication provides information about certain Bank of America benefits.

Receipt of this document does not automatically entitle you to benefits offered by Bank of America.

Every effort has been made to ensure the accuracy of this communication.

However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern.

Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents.

Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.