Strategic Financial Solutions Advisor

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

Benefits offered by this job

Competitive benefits

Job summary

Bank of America in Waltham, MA is seeking an experienced advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to internal partners, and meet clients to review goals and recommend products, while pursuing required licenses and SAFE Act considerations.

You will build financial plans using brokerage products, propose suitable banking and investment strategies, and identify new client opportunities, all while managing risk and staying

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.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• Currently holds FINRA SIE Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

• Builds financial plans 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

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

FINRA SIE / Bachelor's degree or equivalent

Job description

Bank of America in Waltham, MA is seeking an experienced advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to internal partners, and meet clients to review goals and recommend products, while pursuing required licenses and SAFE Act considerations.

You will build financial plans using brokerage products, propose suitable banking and investment strategies, and identify new client opportunities, all while managing risk and staying