Financial Solutions Advisor - Custom Plans & Investments

Bank of America; Worcester (MA); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America in Worcester, MA is seeking a financial professional to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals, including triaging client leads, referrals to partners, meeting with clients, and building a financial plan with brokerage products.

The role requires completing required licenses, potential SAFE Act mortgage registration, and adherence to regulatory background checks.

Qualifications

• Series 7 and 66 licenses or equivalent (63/65 in lieu of 66).
• Minimum of one year experience in investments industry or financial services.
• Sales experience with targets and ability to meet goals.
• Willingness to work Monday–Friday with rotating Saturdays.
• Strong relationship building and client-focused approach.

Responsibilities

• Works with clients to plan short and long-term financial goals with brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or center clientele.
• Provides coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Pipeline Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America in Worcester, MA is seeking a financial professional to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals, including triaging client leads, referrals to partners, meeting with clients, and building a financial plan with brokerage products.

The role requires completing required licenses, potential SAFE Act mortgage registration, and adherence to regulatory background checks.