Strategic Client Solutions Advisor

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

Job summary

Bank of America in Massachusetts is seeking a Financial Center Advisor to deliver comprehensive financial guidance, plan client goals, and tailor banking and investment solutions. You will triage leads, coordinate referrals to partners, and review client goals with suitable products for growth.

The role requires licenses, strong time management, and a client-focused mindset in a fast-paced environment. Training occurs at a financial center with potential relocation within commuting distance;

Qualifications

• Must pursue required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience cultivating client relationships, assessing needs and recommending solutions

Responsibilities

• Works with clients to plan short- and long-term financial goals using brokerage and banking products
• Recommends banking and investments strategies aligned with client goals
• Triages client requests and refers to internal service providers based on needs and assets; mitigates risk
• Identifies potential new clients through referrals or center clientele

Skills

Client relationship management

Financial planning

Investment products

Referral management

Communication

Education

High School Diploma or GED

Bachelor's degree (desirable)

Job description

Bank of America in Massachusetts is seeking a Financial Center Advisor to deliver comprehensive financial guidance, plan client goals, and tailor banking and investment solutions. You will triage leads, coordinate referrals to partners, and review client goals with suitable products for growth.

The role requires licenses, strong time management, and a client-focused mindset in a fast-paced environment. Training occurs at a financial center with potential relocation within commuting distance;