Financial Solutions Advisor: Grow Clients' Wealth & Impact

Bank of America; Westborough (MA); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is hiring in Westborough, MA for a role focused on delivering comprehensive financial advice and customized solutions to clients. The position includes building financial plans with brokerage products and referring to partners based on client needs and asset thresholds.

Candidates must hold Series 7 and 66 licenses, or 63/65 with a plan to pass the missing series within 60 days. The role involves meeting regulatory requirements and a salary range of $70,000–$80,000 with

Qualifications

• Current Series 7 and 66 licenses; if only 63 or 65, offer contingent on passing the missing series within 60 days.
• Minimum of one year in investments; knowledge of investment products and services.
• Minimum one year in financial services or a sales environment with targets met or exceeded.
• Strong relationship-building and ability to work with clients.

Responsibilities

• Plan clients' short and long-term goals by building financial plans with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal providers based on needs.
• Mitigate and control risk in daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring in Westborough, MA for a role focused on delivering comprehensive financial advice and customized solutions to clients. The position includes building financial plans with brokerage products and referring to partners based on client needs and asset thresholds.

Candidates must hold Series 7 and 66 licenses, or 63/65 with a plan to pass the missing series within 60 days. The role involves meeting regulatory requirements and a salary range of $70,000–$80,000 with