Bank of America

Major American multinational investment bank

Financial Solutions Advisor - West Hartford Financial Center

职能前端

级别中级

地点West Hartford, CT, United States

方式现场办公

类型全职

发布3个月前

薪酬

$70,000 - $80,000

立即申请

福利待遇

•股权

•医疗保险

•弹性工作

必备技能

PostgreSQL

Python

React

Financial Solutions Advisor

West Hartford Financial Center

2 weeks ago• West Hartford, CT
Apply on company site

About Us

Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.
Size: 10000+ employees

Industry: Financial Services

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

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.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

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, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Sets and accomplishes goals, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Efficiently manages time and capacity
Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

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Desired Qualifications:

Strong computer skills with an ability to multitask in a demanding environment
Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Obtained insurance licenses

Schedule: • Monday

Fridays and rotating Saturdays

Skills:

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

**Shift:**1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details:

US - CT - West Hartford - 4 N Main St (CT2108)

Pay and benefits information

Pay range

$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits:

This role is currently benefits eligible. 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.

Client-provided location(s): West Hartford, CT

Job ID: Bank OfAmerica-JR-26001037

Employment Type: FULL_TIME

Posted: 2026-01-15T19:00:39
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Perks and Benefits

Health and Wellness

FSA
HSA
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Short-Term Disability
Long-Term Disability
Pet Insurance
Mental Health Benefits

Parental Benefits

Non-Birth Parent or Paternity Leave
Birth Parent or Maternity Leave
Adoption Assistance Program
Adoption Leave
Family Support Resources

Work Flexibility

Office Life and Perks

Vacation and Time Off

Leave of Absence
Personal/Sick Days
Paid Holidays
Paid Vacation
Sabbatical
Volunteer Time Off

Financial and Retirement

401(K) With Company Matching
401(K)
Financial Counseling

Professional Development

Tuition Reimbursement
Internship Program
Associate or Rotational Training Program
Mentor Program
Access to Online Courses

Diversity and Inclusion

Apply on company site

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