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

Bank of America; Hartford (CT); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Advisor to enhance clients' financial lives through personalized investment strategies. This role involves collaborating with clients to develop comprehensive financial plans using a variety of brokerage products. The ideal candidate will possess strong account management skills and a commitment to client service, ensuring that each client's financial goals are met with tailored solutions. Join a company that values diversity, inclusion, and the growth of its employees while making a positive impact in the community.

Qualifications

• Strong client focus with skills in account management and advisory.
• Excellent oral and written communication skills are essential.

Responsibilities

• Assist clients in planning financial goals with tailored brokerage products.
• Recommend banking strategies that align with client needs and goals.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Job description

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

Newington, Connecticut; Longmeadow, Massachusetts; Glastonbury, Connecticut; West Hartford, Connecticut; Windsor, Connecticut; Enfield, Connecticut

Job Description:

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 Responsibilities:

1. 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.
2. Recommends banking and investments strategies that align with client financial goals and needs.
3. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
4. Mitigates and controls risk as part of daily activities.
5. Identifies and engages potential new clients through referrals or financial center clientele.
6. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Skills:

1. Account Management
2. Advisory
3. Client Experience Branding
4. Customer and Client Focus
5. Oral Communications
6. Active Listening
7. Attention to Detail
8. Client Solutions Advisory
9. Issue Management
10. Pipeline Management
11. Causation Analysis
12. Client Management
13. Policies, Procedures, and Guidelines
14. Risk Management
15. Written Communications

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.