Strategic Financial Solutions Advisor

Bank of America; Cambridge (MA); On-site; USD 40,000 - 45,000; Full time

Job summary

Bank of America in Cambridge, MA seeks a financial professional to provide tailored financial guidance and develop client relationships. You will triage leads, refer to internal partners, and meet clients to review goals and recommend appropriate products and services.

The role requires pursuing required licenses, strong time management, and collaboration in a fast-paced environment. Some positions may involve SAFE Act mortgage lending duties and background checks.

Qualifications

• High School Diploma or equivalent required.
• Experience in cultivating client relationships and assessing needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Demonstrates a results-driven mindset while prioritizing clients' interests.

Responsibilities

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

Skills

Client Experience

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Job description

Bank of America in Cambridge, MA seeks a financial professional to provide tailored financial guidance and develop client relationships. You will triage leads, refer to internal partners, and meet clients to review goals and recommend appropriate products and services.

The role requires pursuing required licenses, strong time management, and collaboration in a fast-paced environment. Some positions may involve SAFE Act mortgage lending duties and background checks.