Client-Focused Financial Solutions Advisor

Bank of America; Chelmsford (MA); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits

Paid time off

Job summary

Bank of America in Massachusetts seeks a financial advisor to help clients reach financial goals using brokerage and banking solutions. You will discuss investment strategies, review goals, and act on referrals to business partners.

The role requires licenses and the ability to manage multiple priorities in a dynamic environment, with focus on client outcomes and regulatory alignment.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience cultivating client relationships, assessing needs and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing client interests in a fast-paced environment.
• Learns and adapts to new technology or applications.
• FINRA SIE preferred; bachelor's degree or 1 year financial services experience.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and refer to internal partners based on needs and assets; mitigate risk daily.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor's degree and/or 1 year of financial services industry or sales experience

Tools

FINRA SIE

Job description

Bank of America in Massachusetts seeks a financial advisor to help clients reach financial goals using brokerage and banking solutions. You will discuss investment strategies, review goals, and act on referrals to business partners.

The role requires licenses and the ability to manage multiple priorities in a dynamic environment, with focus on client outcomes and regulatory alignment.