Financial Solutions Advisor, Northern MA - Growth & Impact

Bank of America

Chelmsford (MA)

On-site

USD 70,000 - 80,000

Full time

7 days ago

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Job summary

Bank of America is hiring to provide comprehensive financial guidance and customized solutions for clients. The role includes triaging leads, referring to partners, reviewing financial and investment goals, and building plans that incorporate brokerage products.

Licensing and trainings are required, with SAFE Act considerations for mortgage activities. Responsibilities include creating financial plans, recommending strategies, and coaching referral partners while maintaining regulatory diligence

Qualifications

Active Series 7 and 66 licenses required.
At least one year of experience in the investments industry.
At least one year of experience in financial services or a sales environment.
Ability to build and maintain client relationships.
Willingness to work Monday–Friday with rotating Saturdays.

Responsibilities

Plan clients' short and long-term financial goals with brokerage products.
Recommend banking and investments aligned with client goals and needs.
Triages client requests and referrals to internal service providers based on client needs.
Mitigate and control risk in daily activities.
Identify new clients via referrals or center clientele.
Provide coaching to referral partners.