Client‑Focused Financial Solutions Advisor

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Dedham, MA is seeking an advisor to provide comprehensive financial guidance and tailored solutions to clients. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products.

Role requires completing licenses and training, with potential involvement in residential mortgage loan activities under SAFE Act rules. Strong client relationships and compliance mindset are essential.

Qualifications

• Licenses required or in progress for FINRA/SIE.
• Experience in financial services or sales is a plus.
• Ability to build and review client financial goals.

Responsibilities

• Provide comprehensive financial advice and customized solutions to clients.
• Triages client leads and refers to appropriate partners based on needs and thresholds.
• Meet with clients to review financial and investment goals and recommend products.
• Apply required licenses and complete trainings; ensure regulatory compliance.
• Support residential mortgage loan activities in line with SAFE Act requirements.

Skills

Client management

Sales skills

Communication

Time management

Education

FINRA SIE

Bachelor's degree or higher

Job description

Bank of America in Dedham, MA is seeking an advisor to provide comprehensive financial guidance and tailored solutions to clients. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products.

Role requires completing licenses and training, with potential involvement in residential mortgage loan activities under SAFE Act rules. Strong client relationships and compliance mindset are essential.