Financial Solutions Advisor – SAFE Act Registered Candidate

Bank of America

Wakefield (MA)

On-site

USD 39,000 - 45,000

Full time

6 days ago

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Job summary

Bank of America Wakefield Financial Center is seeking a Financial Solutions Advisor Registration Candidate to provide comprehensive financial guidance and customized solutions to clients, helping them reach their goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.

This role requires licenses, SAFE Act compliance, and ongoing training. You will build financial plans, identify new clients, and collaborate across teams in a fast-paced

Qualifications

Required licenses and training as applicable (e.g., FINRA).
Ability to manage time and capacity effectively.
Experience building and maintaining client relationships and providing solutions.
Strong communication and collaboration skills.

Responsibilities

Plan clients' short- and long-term financial goals with brokerage and banking products.
Recommend banking and investment strategies aligned with client goals.
Triages client requests and refers to internal service providers based on needs and assets.
Identify potential new clients through referrals and existing clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Referral Management

Client Management

Customer and Client Focus

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

This role requires licenses, SAFE Act compliance, and ongoing training. You will build financial plans, identify new clients, and collaborate across teams in a fast-paced

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