Wealth & Financial Solutions Advisor

Bank of America; Framingham (MA); Vor Ort; USD 40.000 - 46.000; Vollzeit

Benefits dieser Stelle

Benefits eligible

Zusammenfassung

Bank of America in Ashland, MA seeks a client-focused financial professional to provide comprehensive advisory services and customized financial solutions. The role includes triaging leads, referrals to partners, and reviewing clients’ goals to recommend products and services.

You will complete required licenses and trainings, with potential involvement in residential mortgage activity under SAFE Act rules. The position emphasizes client care, risk awareness, and collaborative goal achievement.

Qualifikationen

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Strong communication and collaboration skills.
• Demonstrates a results-driven mindset in a fast-paced environment.
• Ability to manage multiple tasks simultaneously.
• Willingness to learn and adapt to new technology.
• Bachelor’s degree or sales experience is optional per the job’s entry requirements.

Aufgaben

• Works with clients to plan financial goals using brokerage products and banking solutions.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or existing clientele.

Kenntnisse

Licensing

Time management

Client relationships

Communication

Results driven

Multitasking

Tech adaptability

Ausbildung

High School Diploma / GED

Jobbeschreibung

Bank of America in Ashland, MA seeks a client-focused financial professional to provide comprehensive advisory services and customized financial solutions. The role includes triaging leads, referrals to partners, and reviewing clients’ goals to recommend products and services.

You will complete required licenses and trainings, with potential involvement in residential mortgage activity under SAFE Act rules. The position emphasizes client care, risk awareness, and collaborative goal achievement.