Financial Solutions Advisor — SAFE Act Registered

Bank of America

Ashland (MA)

On-site

USD 70,000 - 110,000

Full time

2 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

The role requires licenses, strong client relationships, and the ability to work in a fast-paced environment.

Qualifications

Aptitude to obtain required industry licenses.
Self-discipline in managing time and capacity.
Experience cultivating client relationships and assessing needs.
Strong communication and collaboration to build peer relationships.
Results-driven mindset prioritizing clients' interests in a fast-paced environment.
Ability to execute multiple tasks simultaneously.
Willingness to learn new technology or applications.
Currently holds FINRA Securities Industry Essentials (SIE).

Responsibilities

Plans clients' short- and long-term financial goals by building a financial plan with brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Recommends banking and investments strategies aligned with client goals and needs.
Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds; mitigates and controls risk.
Identifies and engages potential new clients through referrals or financial center clientele.