Financial Solutions Advisor - Rhode Island Market

Bank of America

Fairhaven, US
$65,000.00 - $80,000.00 annualized salary; formula...
Financial planning and investment strategies
Client lead triaging and referrals
Brokerage product recommendations
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

$65,000.00 - $80,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and investment strategies
  • Client lead triaging and referrals
  • Brokerage product recommendations
  • Risk mitigation and control
  • New client engagement

Nice-to-have

  • Building and nurturing strong relationships
  • Effective collaboration and communication
  • Adapting to new information
  • Efficient time and capacity management
  • Thorough regulatory due diligence

Key Requirements

  • Series 7 & 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter