Financial Solutions Advisor - Boston Market

Bank of America (GHR)

Boston, MA, US
Base: $65,000.00 - $80,000.00 annualized salary; b...
Financial plan with brokerage products
Recommend banking and investments strategies
Triages client requests
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

Base: $65,000.00 - $80,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • financial plan with brokerage products
  • recommend banking and investments strategies
  • triages client requests
  • identifies and engages potential new clients
  • mitigates and controls risk

Nice-to-have

  • builds and nurtures strong relationships
  • collaborates effectively with others
  • communicates effectively and confidently
  • adapts to new information
  • efficiently manages your time

Key Requirements

  • Series 7 & 66 licenses
  • one year experience in investments industry
  • one year experience in financial service industry
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter