Financial Solutions Advisor: Client Planning & Investments

Bank of America; Boston (MA); On-site; USD 39,000 - 45,000; Full time

Job summary

Bank of America in Boston, MA is seeking a financial advisor to deliver comprehensive guidance and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to internal partners, and meet with clients to review goals and recommend products.

This role requires obtaining required licenses and building strong client relationships in a fast-paced environment. Prior financial services or sales experience is preferred; bilingual Spanish is a plus; the

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and recommending solutions.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Aptitude for licenses

Time management

Relationship building

Communication

Multitasking

Tech adaptability

Education

High School Diploma or GED

Job description

Bank of America in Boston, MA is seeking a financial advisor to deliver comprehensive guidance and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to internal partners, and meet with clients to review goals and recommend products.

This role requires obtaining required licenses and building strong client relationships in a fast-paced environment. Prior financial services or sales experience is preferred; bilingual Spanish is a plus; the