Financial Solutions Advisor

4 weeks ago

Brookline, Massachusetts, United States Bank of America Full time

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.

We are devoted to being a diverse and inclusive workplace for everyone.

We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

We believe both in the importance of working together and offering flexibility to our employees.

We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Job Responsibilities:

  1. Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  2. Triage client leads, 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.
  3. Apply and expand knowledge by completing required licenses and trainings.
  4. Subject to SAFE Act registration requirements.

Requirements:

  • Currently holds Series 7 & 65 in lieu of 66) licenses.
  • 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.

Desired 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 your 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.

Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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