Bank of America
Financial Solutions Advisor - Consumer Investments - Western MA Market
Bank of America, Marlborough, Massachusetts, us, 01752
Financial Solutions Advisor - Consumer Investments - Western MA Market
Join to apply for the
Financial Solutions Advisor - Consumer Investments - Western MA Market
role at
Bank of America Financial Solutions Advisor - Consumer Investments - Western MA Market
1 week ago Be among the first 25 applicants Join to apply for the
Financial Solutions Advisor - Consumer Investments - Western MA Market
role at
Bank of America Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including 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 Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
Strong computer skills with an ability to multitask in a demanding environment. At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses.
Skills:
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
Shift:
1st shift (United States of America)
Hours Per Week:
40 Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
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Join to apply for the
Financial Solutions Advisor - Consumer Investments - Western MA Market
role at
Bank of America Financial Solutions Advisor - Consumer Investments - Western MA Market
1 week ago Be among the first 25 applicants Join to apply for the
Financial Solutions Advisor - Consumer Investments - Western MA Market
role at
Bank of America Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including 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 Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
Strong computer skills with an ability to multitask in a demanding environment. At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses.
Skills:
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
Shift:
1st shift (United States of America)
Hours Per Week:
40 Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Consulting, Information Technology, and Sales Industries Banking Referrals increase your chances of interviewing at Bank of America by 2x Get notified about new Solutions Advisor jobs in
Marlborough, MA . Massachusetts, United States $170,300.00-$280,300.00 2 weeks ago Massachusetts, United States $114,632.00-$161,159.00 5 months ago Boston, MA $140,000.00-$165,000.00 2 weeks ago Sr. Solutions Consultant - Select & Growth
Waltham, MA $130,000.00-$165,000.00 6 months ago Massachusetts, United States $105,000.00-$157,500.00 2 weeks ago Boston, MA $108,000.00-$192,000.00 4 days ago Waltham, MA $186,000.00-$256,000.00 1 week ago Massachusetts, United States $128,590.00-$180,783.00 4 days ago Massachusetts, United States $128,099.00-$180,092.00 8 months ago Solution Consultant, Amazon Business Professional Services, ProServe
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Boston, MA $50,000.00-$250,000.00 2 weeks ago Solution Consultant - HCM - Manufacturing, Utilities & Energy and Diversified Industries
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Massachusetts, United States $161,280.00-$247,296.00 3 weeks ago Senior Director, Devens Digital Plant and Site IT Lead
Massachusetts, United States $158,000.00-$197,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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