Financial Solutions Advisor - Rocky Hill Financial Center

Bank of America

Rocky Hill, USA
Base: $70,000.00 - $80,000.00 annualized salary; b...
Financial planning and advice
Brokerage product recommendations
Client needs assessment
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.
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
  • This role is currently benefits eligible. 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: $70,000.00 - $80,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and advice
  • Brokerage product recommendations
  • Client needs assessment
  • Referral to business partners
  • Risk mitigation and control

Nice-to-have

  • Building strong relationships
  • Effective communication and engagement
  • Adaptability and continuous learning
  • 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