Financial Solutions Advisor: Planning & Client Growth

Bank of America; Massachusetts; On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor who partners with clients to plan financial goals and deliver tailored brokerage and banking solutions. You will review investment goals, recommend strategies, and refer clients to suitable partners as needed.

The role emphasizes licenses, compliance, and building lasting client relationships within an in-office culture that supports collaboration and career growth.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Strong communication and collaboration skills.
• Results-driven while prioritizing client's interests in a fast-paced environment.
• Ability to manage multiple tasks simultaneously.
• Willingness to learn and adapt to new technology.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage and banking products.
• Recommends banking and investments strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on asset thresholds; mitigates risk.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience

Sales & Advisory

Investment Knowledge

Pipeline Management

Client Management

Oral Communications

Risk Management

Trading

Education

High School Diploma

Bachelor's degree (preferred)

Job description

Bank of America is hiring a Financial Solutions Advisor who partners with clients to plan financial goals and deliver tailored brokerage and banking solutions. You will review investment goals, recommend strategies, and refer clients to suitable partners as needed.

The role emphasizes licenses, compliance, and building lasting client relationships within an in-office culture that supports collaboration and career growth.