Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Office

Location: Bedford • Massachusetts • United States

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Salary

💰 $29 - $34 per hour

Job Level

Junior

About the role

  • Works with clients to plan their short and long-term financial goals by building a financial plan 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

Requirements

  • 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
  • Currently holds FINRA Securities Industry Essentials (SIE)
Benefits
  • currently benefits eligible
  • access to paid time off
  • resources and support to employees
  • industry-leading benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningbrokerage productsinvestment strategiesrisk mitigationclient engagementneeds assessmentsolution recommendationtime managementmultitaskingadaptability
Soft Skills
self-disciplineclient relationship cultivationeffective communicationcollaborationresults-driven mindsetprioritizationproblem-solvinginterpersonal skillsorganizational skillsfast-paced environment adaptability
Certifications
FINRA Securities Industry Essentials (SIE)