Financial Solutions Advisor — SAFE Act Registered

Bank of America; Boston (MA); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America in Boston is seeking a client-focused financial professional to deliver customized solutions and guidance. You will triage leads, refer to business partners, and meet clients to review goals and recommend products, while advancing required licenses and SAFE Act compliance.

The role emphasizes building relationships, planning strategic financial paths, and delivering tailored banking and investment options in a fast-paced environment with a commitment to client interests.

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.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan their 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 that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Boston is seeking a client-focused financial professional to deliver customized solutions and guidance. You will triage leads, refer to business partners, and meet clients to review goals and recommend products, while advancing required licenses and SAFE Act compliance.

The role emphasizes building relationships, planning strategic financial paths, and delivering tailored banking and investment options in a fast-paced environment with a commitment to client interests.