Investment & Financial Solutions Advisor

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Massachusetts is seeking a client-focused financial professional to provide comprehensive advice and customized solutions, including brokerage products, to help clients reach their goals. You will triage leads, refer to partners, review financial plans, and build tailored recommendations while completing required licenses and trainings.

This role may involve residential mortgage loan work and SAFE Act registration; candidates should thrive in a fast-paced environment, manage

Qualifications

• Series 7 and 66 licenses required; if 66 not held, 63 or 65 accepted with passing score within 60 days
• Minimum of 1 year experience in investments industry with knowledge of investment products and services
• Minimum of 1 year experience in financial services and/or a sales environment meeting goals
• Strong relationship-building and collaboration skills
• Ability to effectively communicate with clients and manage multiple tasks in a fast-paced setting
• Awareness of regulatory due diligence in daily activities and long-term planning

Responsibilities

• Plans client financial goals by building a plan with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions)
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and makes referrals to internal partners by asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies new clients through referrals or existing clientele
• Provides coaching and feedback to referral partners based on client needs and services

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Policies & Procedures

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Massachusetts is seeking a client-focused financial professional to provide comprehensive advice and customized solutions, including brokerage products, to help clients reach their goals. You will triage leads, refer to partners, review financial plans, and build tailored recommendations while completing required licenses and trainings.

This role may involve residential mortgage loan work and SAFE Act registration; candidates should thrive in a fast-paced environment, manage