Financial Solutions Advisor Registration Candidate - Boston Market
Bank of America
Boston, United States
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client solutions advisory
Investment management
Pipeline management
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, and meeting with clients to review financial and investment goals and recommend products.
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: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Risk Management
Nice-to-have
Client Experience Branding
Executive Presence
Oral Communications
Business Acumen
Customer and Client Focus
Key Requirements
Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time
Success creating strong peer relationships
High School Diploma / GED / Secondary School or equivalent