Strategic Financial Solutions Advisor

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

Job summary

Bank of America is seeking a financial professional to deliver comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

The role requires licensing and training completion, may involve residential mortgage loan activities under SAFE Act requirements, and emphasizes building long-term client relationships and

Qualifications

• Aptitude in obtaining required industry licenses.
• 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.
• Currently holds FINRA SIE.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities, banking and money managed solutions).
• Recommend banking and investments strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds; mitigates risk.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience Branding

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

Bachelor’s degree

FINRA Securities Industry Essentials (SIE)

Job description

Bank of America is seeking a financial professional to deliver comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

The role requires licensing and training completion, may involve residential mortgage loan activities under SAFE Act requirements, and emphasizes building long-term client relationships and