Holistic Financial Solutions Advisor

Bank of America; Newton (MA); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America seeks to provide comprehensive advice and customized solutions to help clients reach their financial goals. The role includes triaging client leads, referrals to partners based on client needs and asset thresholds, and reviewing goals with clients.

The position may involve residential mortgage loan activity and SAFE Act registration; all employees must register and pass the required background check. In-office culture with flexibility based on role and business needs.

Qualifications

• High School Diploma or equivalent.
• Experience in investments or financial services with sales goals.
• Licenses: Series 7 and 66 (or 63/65 in lieu of 66) or equivalents.

Responsibilities

• Plans clients' short- and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on needs and assets thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or center clientele.
• Provides coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks to provide comprehensive advice and customized solutions to help clients reach their financial goals. The role includes triaging client leads, referrals to partners based on client needs and asset thresholds, and reviewing goals with clients.

The position may involve residential mortgage loan activity and SAFE Act registration; all employees must register and pass the required background check. In-office culture with flexibility based on role and business needs.