Client-Centric Financial Solutions Advisor

Bank of America Corporation; Dedham (MA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Flexible benefits

Job summary

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging leads, referring to internal partners, and reviewing goals with clients, including licenses and SAFE Act considerations.

The role emphasizes building relationships, meeting regulatory requirements, and driving responsible growth within an in-office culture, with geographic flexibility based

Qualifications

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging leads, referring to internal partners, and reviewing goals with clients, including licenses and SAFE Act considerations.

The role emphasizes building relationships, meeting regulatory requirements, and driving responsible growth within an in-office culture, with geographic flexibility based