Strategic Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America is hiring in Massachusetts to provide comprehensive financial advice and customized solutions. The role includes triaging client leads, referrals to partners, and meeting with clients to review goals and recommend products. It may involve residential mortgage loans and SAFE Act registration requirements.

Training and background checks are part of the process. Responsibilities include building financial plans with brokerage products, recommending strategies, and identifying new

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.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Plans clients' short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions).
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and asset thresholds; mitigates risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client experience

Investment strategies

Relationship cultivation

Communication & collaboration

Risk management

Time management

Adaptability to technology

Education

Bachelor's degree

FINRA SIE (desirable)

Tools

Stocks & bonds knowledge

Brokerage platforms

Job description

Bank of America is hiring in Massachusetts to provide comprehensive financial advice and customized solutions. The role includes triaging client leads, referrals to partners, and meeting with clients to review goals and recommend products. It may involve residential mortgage loans and SAFE Act registration requirements.

Training and background checks are part of the process. Responsibilities include building financial plans with brokerage products, recommending strategies, and identifying new