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

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

Job summary

An established industry player is seeking a Financial Solutions Advisor to help clients achieve their financial goals. This role involves creating personalized financial plans, recommending investment strategies, and managing client relationships. You'll be part of a diverse and inclusive workplace that values your contributions and supports your career growth. Join a company that prioritizes financial wellness and community impact while providing a collaborative environment where you can thrive and make a difference.

Qualifications

• Strong client focus with a commitment to financial wellness.
• Ability to manage client relationships and provide tailored advice.

Responsibilities

• Plan short and long-term financial goals for clients.
• Recommend banking and investment strategies based on client needs.
• Identify potential new clients through referrals.

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!

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

**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

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.