Financial Solutions Advisor - Western Ma Market

Bank of America

Westborough, MA, US
$70,000.00 - $80,000.00 annualized salary; formula...
Client relationship management
Financial planning
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

$70,000.00 - $80,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning
  • Brokerage product recommendations
  • Sales environment experience
  • Risk mitigation

Nice-to-have

  • Collaborates effectively with others
  • Adapts to new information
  • Thorough and thoughtful due diligence
  • Coaching referral partners

Key Requirements

  • Series 7 and 66 licenses
  • Minimum one year investments industry experience
  • Minimum one year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter