Client-Centric Financial Solutions Advisor

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is recruiting an in-house financial advisor to support clients in the Massachusetts area. The role emphasizes delivering tailored financial and investment solutions, triaging client leads, and coordinating with internal partners to meet asset thresholds and goals.

You will build financial plans, recommend banking and investment strategies, and engage new clients while maintaining a focus on risk controls and regulatory requirements.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.

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

Bachelor's degree

Job description

Bank of America is recruiting an in-house financial advisor to support clients in the Massachusetts area. The role emphasizes delivering tailored financial and investment solutions, triaging client leads, and coordinating with internal partners to meet asset thresholds and goals.

You will build financial plans, recommend banking and investment strategies, and engage new clients while maintaining a focus on risk controls and regulatory requirements.