Job Title: Financial Solutions Advisor - Pioneer Valley Market, Chippenham
Client:
Bank of America
Location:
Job Category:
Other
EU work permit required:
Yes
Job Reference:
119349b62b4f
Job Views:
8
Posted:
25.08.2025
Expiry Date:
09.10.2025
Job Description:
Description: This role involves providing comprehensive financial advice and customized solutions to clients to help achieve their financial goals. Responsibilities include triaging client leads, referring clients to appropriate partners, reviewing financial and investment goals with clients, building financial plans, and recommending brokerage products. Employees are expected to expand their knowledge through licenses and training, and must comply with SAFE Act registration requirements, including background checks and registration processes.
Responsibilities:
* Develop financial plans using brokerage products like stocks, bonds, mutual funds, annuities, and banking solutions.
* Recommend strategies aligned with client goals.
* Triages client requests and makes referrals based on needs and asset thresholds.
* Mitigate risks in daily activities.
* Identify potential new clients through referrals or existing clientele.
* Provide coaching to referral partners based on client needs.
Schedule: Monday – Friday and rotating Saturdays
Required Qualifications:
* Series 7 & 66 licenses (or 63 & 65 with a plan to obtain 66 within 60 days).
* At least one year experience in investments and financial services.
* Proven ability to meet or exceed sales goals.
* Strong relationship-building and communication skills.
* Ability to manage goals and prioritize tasks in a fast-paced environment.
Desired Qualifications:
* Strong computer skills and multitasking ability.
* Three or more years of experience in financial services.
* Additional professional designations (e.g., CFP, CRPC).
* Insurance licenses.
Skills:
* Advisory, Account Management, Client Experience, Customer Focus, Oral & Written Communication, Issue & Risk Management, Client Solutions, Pipeline Management, Active Listening, Attention to Detail, Policies & Procedures, Client Management, Causation Analysis.
Minimum Education: High School Diploma or equivalent
Note: Multiple locations listed; not all openings are immediate.
Shift: 1st shift (United States)
Hours Per Week: 40
Pay Range: $70,000 - $80,000 annually, based on experience and qualifications.
Benefits: Benefits-eligible role with industry-leading benefits, paid time off, and resources for employee growth and community contribution.
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