Financial Solutions Advisor - South Shore Financial Center

Job Overview This role provides comprehensive financial advice and customized solutions to clients. The position is subject to SAFE Act registration requirements and must maintain the necessary licensing. Schedule Monday – Friday, with rotating Saturdays. 1st shift (United States of America). Hours per week: 40. 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. Ensures compliance with SAFE Act registration and background check requirements. Required Qualifications Currently holds Series7 & 66 (or 63 & 65 in lieu of 66) licenses. If you do not 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. Minimum Education High School Diploma / GED / Secondary School or equivalent. 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, and Written Communications. Compensation & Benefits Pay range: $70,000.00 – $80,000.00 annualized salary. Formulaic incentive plan available. Benefits eligible. Additional Information Paid vacation, paid holidays, paid time off, and other benefits. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. #J-18808-Ljbffr Bank of America