Financial Solutions Advisor - Consumer Investments -Pioneer Valley/Northern CT Market

Bank of America; Avon (CT); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a leading financial institution as a Financial Solutions Advisor, where you'll provide tailored financial advice, build financial plans, and help clients achieve their financial goals. This role emphasizes client engagement and risk management while requiring compliance with SAFE Act regulations.

Qualifications

• Responsible for providing comprehensive advice and customized solutions to clients.
• Must complete required licenses and trainings for SAFE Act registration.

Responsibilities

• Works with clients to plan short and long-term financial goals.
• Recommends banking and investment strategies aligned with client needs.
• Identifies and engages potential new clients through referrals.

Skills

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Client Solutions Advisory

Issue Management

Client Management

Policies, Procedures, and Guidelines

Job description

Financial Solutions Advisor - Consumer Investments -Pioneer Valley/Northern CT Market

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills:

• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Client Management
• Policies, Procedures, and Guidelines
• ** Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed

Connecticut pay and benefits information

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Please note: Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.