Strategic Financial Solutions Advisor

Bank of America; Boston (MA); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Boston, MA is hiring for a financial services role focused on providing comprehensive advice and customized solutions to clients to help them reach financial goals. The position involves triaging client leads, referring to partners based on needs and asset thresholds, and meeting with clients to review goals and recommend products.

License training and SAFE Act considerations are part of the role.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience

Advisory

Investment Management

Portfolio Management

Referral Management

Relationship Building

Oral Communications

Risk Management

Trading

Executive Presence

Business Acumen

Client Management

Prospecting

Education

High School Diploma / GED

Job description

Bank of America in Boston, MA is hiring for a financial services role focused on providing comprehensive advice and customized solutions to clients to help them reach financial goals. The position involves triaging client leads, referring to partners based on needs and asset thresholds, and meeting with clients to review goals and recommend products.

License training and SAFE Act considerations are part of the role.