Client-Focused Financial Solutions Advisor

Bank of America; Boston (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America in Massachusetts seeks a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. This role involves triaging client leads, making referrals to business partners, and reviewing goals to recommend suitable products.

Responsibilities include building financial plans with brokerage products, recommending investment strategies, and expanding knowledge through required licenses and trainings.

Qualifications

• Licensing and registrations required to provide financial advice
• Experience building financial plans with brokerage products
• Ability to assess client needs and recommend solutions
• Customer-focused approach in a fast-paced environment

Responsibilities

• Develop financial plans to meet short- and long-term goals.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and makes referrals to internal partners based on assets.
• Identify potential new clients through referrals or center clientele.

Skills

Client Experience

Branding

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America in Massachusetts seeks a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. This role involves triaging client leads, making referrals to business partners, and reviewing goals to recommend suitable products.

Responsibilities include building financial plans with brokerage products, recommending investment strategies, and expanding knowledge through required licenses and trainings.