Client-Focused Financial Solutions Advisor

Bank of America; Sharon (MA); On-site; USD 39,743 - 46,356; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Support resources

Job summary

Bank of America is seeking a client-focused role within their Massachusetts locations to provide comprehensive advice and customized solutions to clients. This position includes responsibilities such as meeting clients to review financial goals and triaging client leads.

Qualified candidates will have a strong ability to assess client needs, recommend appropriate financial products, and be disciplined in managing their tasks. This full-time role operates primarily in a client advisory capacity and includes benefits eligibility.

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

• Plan short and long-term financial goals by building financial plans with brokerage products.
• Recommend banking and investment strategies that align with clients' financial goals.
• Triage client requests and make referrals to internal service providers.
• Identify and engage potential new clients through referrals.

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 role within their Massachusetts locations to provide comprehensive advice and customized solutions to clients. This position includes responsibilities such as meeting clients to review financial goals and triaging client leads.

Qualified candidates will have a strong ability to assess client needs, recommend appropriate financial products, and be disciplined in managing their tasks. This full-time role operates primarily in a client advisory capacity and includes benefits eligibility.