Financial Solutions Advisor - Pioneer Valley Market

Bank of America

Avon, CT, US
$65,000.00 - $80,000.00 annualized salary; formula...
Financial planning and investment recommendations
Client lead triaging and referrals
Brokerage product sales
Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders

Job Summary

  • Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • 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

Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.

Salary

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

Skills & Requirements

Must-have

  • Financial planning and investment recommendations
  • Client lead triaging and referrals
  • Brokerage product sales
  • Risk mitigation in daily activities
  • New client engagement and acquisition

Nice-to-have

  • Building and nurturing strong relationships
  • Effective communication and client engagement
  • Adapting to new information and seeking solutions
  • Thorough regulatory due diligence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter