Strategic Financial Solutions Advisor

Bank of America; Waltham (MA); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America is seeking an experienced financial services professional to advise clients on banking and investment products and to help them reach their financial goals. The role involves triaging leads, making referrals, and meeting with clients to review goals and recommend solutions.

Licensing and training are required, with SAFE Act considerations for mortgage originations. You will engage with clients, build relationships, and grow business in a fast-paced, outcomes-driven environment.

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

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products.
• 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.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client relationships

Time management

Communication skills

Sales experience

Adaptability

Technology savviness

Risk management

Education

Bachelor's degree

FINRA SIE (desired)

High School Diploma / GED

Tools

CRM (Salesforce)

Microsoft Office

Job description

Bank of America is seeking an experienced financial services professional to advise clients on banking and investment products and to help them reach their financial goals. The role involves triaging leads, making referrals, and meeting with clients to review goals and recommend solutions.

Licensing and training are required, with SAFE Act considerations for mortgage originations. You will engage with clients, build relationships, and grow business in a fast-paced, outcomes-driven environment.