Wealth & Investment Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Career development resources

Job summary

Bank of America in Belmont, MA, is seeking a Financial Advisor who provides comprehensive advice and customized solutions to clients to help them achieve financial goals. You will triage leads, make referrals to partners based on client needs and assets, and review goals with clients while pursuing required licenses and training, including SAFE Act registration.

The role involves building financial plans with brokerage products, recommending aligned strategies, and identifying new clients

Qualifications

• Aptitude in obtaining required industry licenses
• Self-discipline in managing time and capacity
• Experience cultivating client relationships and assessing needs
• Proven ability to build strong peer relationships through communication
• Results-driven mindset prioritizing client interests in fast-paced environments
• Ability to manage multiple tasks simultaneously
• Willingness to learn and adapt to new technology or applications

Responsibilities

• Works with clients to plan short- and long-term 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
• Identifies potential new clients through referrals or center clientele and mitigates risk as part of daily activities

Skills

Client relationships

Sales experience

Financial planning

Referral management

Executive presence

Oral communication

Time management

Multitasking

Risk awareness

Trading basics

Education

Bachelor's degree

High School Diploma / GED

Job description

Bank of America in Belmont, MA, is seeking a Financial Advisor who provides comprehensive advice and customized solutions to clients to help them achieve financial goals. You will triage leads, make referrals to partners based on client needs and assets, and review goals with clients while pursuing required licenses and training, including SAFE Act registration.

The role involves building financial plans with brokerage products, recommending aligned strategies, and identifying new clients