Financial Solutions Advisor - Northern MA Market

Job Description

Bank of America is committed to a culture of Responsible Growth and an inclusive workplace. This position offers the opportunity to help clients achieve their financial goals in a supportive, in‑office environment.

• Work with clients to plan short and long‑term financial goals by building a financial plan with brokerage products including stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses; if only the 63 or 65, must obtain the missing series within 60 days.
• At least one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
• At least one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Set and accomplish goals, achieving whatever you put your mind to.
• Build and nurture strong relationships.
• Collaborate effectively with others to get things done.
• Communicate effectively and confidently and is comfortable engaging all clients.
• Manage goals, navigate complexity, prioritize tasks and execute in a fast‑paced environment.
• Like to learn, adapt to new information and seek the right solutions for clients.
• Efficiently manage your time and capacity.
• Be thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.

Monday – Fridays and rotating Saturdays

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

High School Diploma / GED / Secondary School or equivalent

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

1st shift (United States of America)

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