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

Bank of America; West Hartford (CT); On-site; USD 70,000 - 80,000; Full time

Job summary

An established industry player is seeking dedicated financial advisors to provide comprehensive advice and customized solutions to clients. In this role, you will help clients achieve their financial goals through personalized financial planning and brokerage product recommendations. Join a company committed to diversity and inclusion, where you can grow your career while making a positive impact in the community. With a focus on responsible growth and employee wellness, this position offers a dynamic work environment and the opportunity to thrive in your professional journey.

Benefits

Industry-leading benefits

Paid time off

Resources and support for employee wellness

Responsibilities

• Works with clients to plan their financial goals by building a financial plan.
• Recommends banking and investment strategies that align with client needs.
• Triages client requests and makes referrals to appropriate internal service providers.

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

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 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
• 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

• ** Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - CT - Enfield - 900 Enfield St (CT2124), US - CT - Glastonbury - 211 New London Tpke (CT2174), US - CT - Newington - 1220 Main St (CT2118), US - CT - West Hartford - 4 N Main St (CT2108), US - CT - Windsor - 1045 Kennedy Rd - Windsor I-91 And Kennedy (CT2145)

Pay and benefits information

Pay range

$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.