Financial Solutions Advisor (SAFE Act Registered)

Bank of America; Beverly (MA); On-site; USD 82,667,000 - 96,421,000; Full time

Job summary

Bank of America in Beverly, MA is hiring for a role focused on delivering tailored financial solutions to clients. You will triage leads, refer to internal partners, and meet with clients to review goals and recommend products.

You will apply licenses and training to provide comprehensive guidance, with potential involvement in residential mortgage loans under SAFE Act requirements. The role emphasizes building relationships, advising on investments, and managing risk in a fast-paced environment

Qualifications

• Aptitude in obtaining required industry licenses.
• Bachelor’s degree and/or sales experience preferred.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products and banking solutions.
• Triages client requests and refers to internal service providers based on needs and assets.
• Identifies potential new clients through referrals or existing clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Referral Management

Prospecting

Executive Presence

Oral Communications

Risk Management

Trading

Client Solutions Advisory

Education

High School Diploma

Bachelor’s degree (preferred)

Job description

Bank of America in Beverly, MA is hiring for a role focused on delivering tailored financial solutions to clients. You will triage leads, refer to internal partners, and meet with clients to review goals and recommend products.

You will apply licenses and training to provide comprehensive guidance, with potential involvement in residential mortgage loans under SAFE Act requirements. The role emphasizes building relationships, advising on investments, and managing risk in a fast-paced environment