Financial Solutions Advisor - Consumer Investments - Western MA Market

Bank of America; Worcester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in financial services is seeking a Financial Solutions Advisor in Worcester. This role encompasses advising clients on their financial goals, building financial plans, and recommending appropriate brokerage products. Applicants should possess relevant licenses and have a solid background in client relationships and effective communication.

Qualifications

• Minimum one year experience in the investments industry.
• Demonstrated relationship-building skills and effective communication.
• Goals-oriented with time management skills.

Responsibilities

• Work with clients to plan financial goals and build financial plans.
• Recommend banking and investment strategies aligned with client goals.
• Identify new clients through referrals and existing clientele.

Skills

Advisory

Client Management

Customer Focus

Oral & Written Communications

Attention to Detail

Active Listening

Education

Series 7 & 66 licenses

CFP or CRPC (preferred)

Job description

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Financial Solutions Advisor - Consumer Investments - Western MA Market, Worcester

Client: Bank of America

Location: Worcester, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference:

ebda6ba71010

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Employees must register with the federal registry system and remain in good standing. Failure to maintain SAFE Act registration may result in disciplinary action, including termination.

Responsibilities:

• Work with clients to plan their financial goals and build a financial plan with brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers.
• Mitigate and control risk during daily activities.
• Identify and engage potential new clients through referrals or existing clientele.
• Provide coaching and feedback to referral partners.

Required Qualifications:

• Hold Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. If only 63 or 65 are held, must pass the missing series within 60 days.
• At least one year experience in the investments industry and financial services or sales environment.
• Goals-oriented with strong relationship-building skills.
• Effective communicator and confident engaging with clients.
• Ability to manage goals, prioritize tasks, and work in a fast-paced environment.
• Willingness to learn and adapt to new information.
• Efficient time management skills.
• Thorough in regulatory due diligence and client strategies.

Desired Qualifications:

• Strong computer skills and multitasking ability.
• Three or more years of experience in financial services or sales.
• Additional professional designations such as CFP or CRPC.
• Insurance licenses obtained.

Skills:

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

Note: This requisition includes multiple locations; not all openings are immediate.

Shift: 1st shift (United States of America)

Hours Per Week: 40