Financial Solutions Advisor - Southern CT. Market

Job Description: At Bank of America, this role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. 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 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. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Note: This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage origination must register with the federal registry system and remain in good standing. 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 of experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Has at least one year of 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. Strong computer skills with an ability to multitask in a demanding environment. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Schedule Monday – Friday and rotating Saturdays. Benefits Salary range: $65,000.00 – $80,000.00 annualized, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Incentives are earned based on the employee’s performance against defined metrics. Benefits: Industry‑leading benefits, access to paid time off, resources and support to employees so they can make a genuine impact and contribute to the sustainable growth of the business and the communities they serve. #J-18808-Ljbffr