Financial Solutions Advisor Registration Candidate - Boston West Market
Bank of America, Boston, MA, United States
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
We are seeking a financial advisor to provide comprehensive advice and customized solutions to clients. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Responsibilities
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 investment 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.
Required Qualifications
Ability to obtain required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience cultivating client relationships, assessing needs and recommending solutions.
Success in creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Schedule
Monday – Fridays and rotating Saturdays. 1st shift (United States of America). Hours per week: 40
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
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Legal Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Additional Information
This position is open for the entire market and the specific Financial Center location will be based on business needs. You may be trained at one financial center, and then potentially begin your role in a phone-based capacity until another location is available within a reasonable commuting distance of your home.
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We are seeking a financial advisor to provide comprehensive advice and customized solutions to clients. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Responsibilities
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 investment 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.
Required Qualifications
Ability to obtain required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience cultivating client relationships, assessing needs and recommending solutions.
Success in creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Schedule
Monday – Fridays and rotating Saturdays. 1st shift (United States of America). Hours per week: 40
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
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Legal Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Additional Information
This position is open for the entire market and the specific Financial Center location will be based on business needs. You may be trained at one financial center, and then potentially begin your role in a phone-based capacity until another location is available within a reasonable commuting distance of your home.
#J-18808-Ljbffr