Financial Solutions Advisor - Northern MA Market

Job Overview Provide comprehensive advice and customized solutions to clients in order to help them achieve their financial goals. Responsibilities Work with clients to plan short‑ and long‑term financial goals by building a financial plan that includes brokerage products (stocks, bonds, mutual funds, annuities, banking and money‑managed solutions). Recommend banking and investment strategies that align with client financial goals and needs. Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigate and control risk as part of daily activities. Identify and engage potential new clients through referrals or financial center clientele. Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Required Qualifications Currently holds Series 7 & 66 (or 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. At least one year of experience in the investment industry, including investment training and in‑depth knowledge of investment products and services. At least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Ability to set and accomplish goals, building and nurturing strong relationships. Collaborates effectively with others, communicates confidently, and navigates complexity in a fast‑paced environment. Adaptability to new information and thoroughness in incorporating regulatory due diligence into daily activities. Desired Qualifications Strong computer skills with the 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. Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Schedule Monday – Fridays and rotating Saturdays. 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. Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Pay and Benefits Annual salary range: $65,000.00 – $80,000.00, based on experience, education, and skill set. Eligible for a formulaic incentive plan and benefits. #J-18808-Ljbffr Bank of America