Financial Solutions Advisor (Western MA) – Client Growth

Bank of America; Maryland; On-site; USD 60,000 - 110,000; Full time

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, meeting with clients, and building financial plans with brokerage and banking products.

Requires Series 7 and 66 licenses (or equivalents) and at least 1 year in investments or financial services, plus strong relationship and communication skills in a fast-paced, compliant environment.

Qualifications

• Currently holds Series 7 and 66 licenses (63/65 in lieu of 66) with condition to complete missing series within 60 days.
• Minimum 1 year of experience in the investments industry.
• Minimum 1 year of experience in financial services or a sales environment with goals met or exceeded.
• Strong relationship-building and communication skills.
• Ability to multitask and work in a fast-paced environment.
• Familiarity with regulatory due diligence and compliant practices.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and refer to appropriate internal service providers based on needs and assets.
• Mitigate and manage risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners on client needs and products.

Skills

Licenses: Series 7/66

Relationship building

Communication skills

Time management

Regulatory due diligence

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, meeting with clients, and building financial plans with brokerage and banking products.

Requires Series 7 and 66 licenses (or equivalents) and at least 1 year in investments or financial services, plus strong relationship and communication skills in a fast-paced, compliant environment.