Client Advisor jobs in United States, Massachusetts, Boston
Bank Of America Financial Solutions Advisor Registration Candidate - Boston ... United States, Massachusetts, Boston
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Job Description:
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We’ll help you
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Desired Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule:Monday – Fridays and rotating Saturdays
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Bank Of America Private Client Advisor II United States, Massachusetts, Boston
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This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
Required skills:
* 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience
* Responsible for driving new business development for target client segment ($3MM++ investable assets)
* Present to clients a holistic approach, leveraging the entire Private Bank platform
* A high touch, client-focused individual with exceptional interpersonal skills
* A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
* Ability to influence; proactively asks for and closes business
* Solutions oriented; sales and financial aptitude a must
* Must be a skilled negotiator
* Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)
Desired skills:
* MBA or Post-Graduate Degree preferred
* CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Skills:
- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring
High School Diploma / GED / Secondary School or equivalent
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Bank Of America Financial Solutions Advisor - South End Center United States, Massachusetts, Boston
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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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. 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
:
• Monday – Fridays and rotating Saturdays
:
- Currently holds Series 7 & 66 (63 & 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.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your 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 your time and capacity.
- Is 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 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 your insurance licenses.
:
- 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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Bank Of America Wealth Management Client Associate United States, Massachusetts, Boston
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Job Description:
Merrill 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.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent
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Flywire Client Success Operations Associate United States, Massachusetts, Boston
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Passion, excitement & global collaboration are all core to what it means to be a FlyMate. At Flywire, we’re on a mission to deliver the world’s most important and complex payments. We use our Flywire Advantage - the combination of our next-gen payments platform, proprietary payment network and vertical specific software, to help our clients get paid, and help their customers pay with ease - no matter where they are in the world.
What more do we need to truly be unstoppable? Perhaps, that is you!
Who we are:
Flywire is a global payments enablement and software company, founded more than a decade ago to solve high-stakes, high-value payments in higher education. We’ve since scaled into new regions and industry verticals and expanded our product offerings to deliver meaningful value to our clients around the world.
Today we support more than 4,800 clients across the global education, healthcare, travel & B2B industries, with diverse payment methods across 240 countries & territories and more than 140 currencies.
With over 1,200 global FlyMates, representing more than 40 nationalities, and in 12 offices world-wide, we’re looking for FlyMates to join the next stage of our journey as we continue to grow.
As a
Client Success Operations Associate, you will be the first line of support for our hospitality and e-commerce customers. This role focuses on solving routine issues, documenting findings, and delivering empathetic, professional communication to customers.
- Weekend coverage is required (Saturdays and Sundays), with two weekdays off (preferred days off not Monday or Friday). Please only apply if you are able to provide weekend coverage
- Respond to a high volume of customer tickets, calls, and emails with empathy, professionalism, and efficiency.
- Troubleshoot technical issues using logs, developer tools, DataDog, and internal tools.
- Provide clear replication steps, screen recordings, or documentation to escalate issues to Engineering.
- Translate technical findings into simple, actionable updates for customers and internal stakeholders.
- Assist in writing SOPs and contributing to knowledge base articles and internal documentation.
- Take ownership of escalated or pattern-based tickets and track them to resolution.
- Identify bugs or process inefficiencies and work with the team to improve the support workflow.
- Support common use cases such as PDF conversion and basic platform navigation.
- Maintain quality responses while averaging ~25 solved tickets per day (≈575–600/month).
- Participate in customer calls, screen shares, or trainings when escalations require higher-level communication.
Here's What We're Looking For:
- 2+ years in a customer-facing technical support role (B2B SaaS or eCommerce preferred).
- Experience using Zendesk (tickets, macros, views, Help Center).
- Ability to rotate into holiday or on-call support schedules as needed.
- Familiarity with Jira, DataDog, browser developer tools, and analyzing logs or error messages.
- Strong verbal and written communication skills; able to break down complex issues for technical and non-technical audiences.
- Ability to self-prioritize in a high-volume support environment (600+ monthly solved tickets expected).
- Demonstrated initiative in bug tracking, internal documentation, or team training support.
- Strong organizational and time-management skills; comfortable with ticket queues, call logs, and daily targets.
- Background in hospitality or hotel technology (e.g., PMS, eSign/ePay systems) is a plus.
- Experience with SOP creation is a plus.
What We Offer:
- Competitive compensation, including Restricted Stock Units
- Employee Stock Purchase Plan (ESPP)
- Flying Start - Our immersive Global Induction Program
- Work with brilliant people that will keep you on your toes, learn more about their journeys by checking out #InsideFlywire on social media
- Dynamic & Global Team (we have been collaborating virtually for years!)
- Wellbeing Programs (Mental Health, Wellness) with Global FlyMates
- Be a meaningful part in our success - every FlyMate makes an impact
- Competitive time off including FlyBetter Days to volunteer in a cause you believe in and Digital Disconnect Days!
- Great Talent & Development Programs
Submit today and get started!
We are excited to get to know you! Throughout our process you can expect to meet with different FlyMates including the Hiring Manager, Peers on the team, the VP of the department, and a skills assessment. Your Talent Acquisition Partner will walk you through the steps and be your “go-to” person for any questions.
The US base salary range for this full-time position is $55,000-$60,000 plus restricted stock units and benefits. Our salary ranges are determined by role, position level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and several other factors, including job-related skills, experience, relevant education and training. Your Talent Acquisition Partner can share more about the specific salary range for your preferred location during the hiring process.
Flywire is an equal opportunity employer. With over 30 nationalities across 12 different offices, and diversity and inclusion at the core of our people agenda, we believe our FlyMates are our greatest asset, and we’re excited to watch our unique culture evolve with each new hire.
Flywire is an equal opportunity employer.
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Flywire HRIS Advisor United States, Massachusetts, Boston
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Passion, excitement & global collaboration are all core to what it means to be a FlyMate. At Flywire, we’re on a mission to deliver the world’s most important and complex payments. We use our Flywire Advantage - the combination of our next-gen payments platform, proprietary payment network and vertical specific software, to help our clients get paid, and help their customers pay with ease - no matter where they are in the world.
What more do we need to truly be unstoppable? Perhaps, that is you!
Who we are:
Today, we’ve digitized payments for more than 3,300+ global clients across education, healthcare, travel & B2B, covering more than 240 countries and territories and supporting over 140 currencies. And, we’re just getting started!
With over 1000+ global FlyMates, representing more than 40 nationalities, and in 14 offices world-wide, we’re looking for FlyMates to join the next stage of our journey as we continue to grow.
The HRIS Advisor will be a strategic individual contributor responsible for the design, implementation, and optimization of People Operations (HR) technology and reporting capabilities. This role requires a blend of technical expertise, analytical skills, and a deep understanding of HR best practices and the employee lifecycle. Data insights will be leveraged by the successful candidate to drive impactful People Operations initiatives, enhance the employee experience, and align our People strategies with our overall business objectives.
HR Technology Expertise:
- Lead the implementation and optimization of our investment in the Workday technology.
- Partner with IT, Finance, Legal and our own People Team to ensure a seamless integration coupled with data integrity across all HR systems and platforms.
- Ensure Workday is set up for the best experience for our candidates, employees, managers, leaders and people teams.
Data Analytics & Reporting:
- Establish and maintain robust HR data analytics and reporting frameworks, providing insights into key HR metrics and trends.
- Design and deliver dashboards, reports, and presentations to inform HR and business leaders on workforce performance, engagement, retention, and other key People Operations indicators.
- Leverage predictive analytics to forecast workforce needs, identify potential risks (e.g., employee turnover), and inform proactive HR strategies.
Operational Excellence & Compliance:
- Optimize and streamline People Operations processes and workflows, leveraging automation and technology to improve efficiency and reduce administrative burden.
- Ensure data accuracy and compliance with relevant labor laws and regulations across all HR systems and reporting.
- Experience in designing, implementing, and maintaining robust internal controls over HR-related financial processes to ensure SOX compliance.
- Proven track record in safeguarding sensitive employee data and ensuring compliance with data privacy and security regulations relevant to SOC 2, SOX, GDPR, CCPA, CPRA amongst others.
Indirect Leadership & Development:
- Promote a data-driven mindset within the People Operations team and across the entire People Team, empowering individuals to leverage data and technology to enhance their work and impact.
- Cross-functional Collaboration:
- Partner closely with leaders across the organization (IT, Finance, Legal, Marketing, Engineering) to ensure People Operations initiatives are aligned with overall business goals and objectives.
- Collaborate with internal and external stakeholders to ensure smooth operations and optimal utilization of our Workday technology solutions.
Here’s What We’re Looking For:
- Bachelor's degree in Human Resources, Business Administration, Computer Science, or a related field (Master's degree preferred).
- 8+ years of progressive experience in HR/People Operations, with at least 5 years in a role focused on HR systems and reporting.
- Proven experience in leading the implementation and optimization of HRIS platforms (Workday strongly desired).
- Deep understanding of HR data analytics and reporting best practices, including experience with data visualization tools (Prism, Tableau, Power BI).
- Strong program and project management skills, with a track record of successfully delivering complex HR technology initiatives.
- Excellent communication, leadership, and interpersonal skills, with the ability to influence and build relationships at all levels of the organization.
- Solid understanding of HR policies, compliance, and employment law (multi-state or global experience preferred).
- Experience with AI and machine learning applications in HR is a plus.
Join our team and be a part of shaping the future of People Operations at Flywire!
What We Offer:
- Competitive compensation, including Restricted Stock Units
- Employee Stock Purchase Plan (ESPP)
- Flying Start - Our immersive Global Induction Program (Meet our Execs & Global Teams)
- Work with brilliant people that will keep you on your toes, learn more about their journeys by checking out #InsideFlywire on social media
- Dynamic & Global Team (we have been collaborating virtually for years!)
- Wellbeing Programs (Mental Health, Wellness, Yoga/Pilates/HIIT Classes) with Global FlyMates
- Be a meaningful part in our success - every FlyMate makes an impact
- Competitive time off including FlyBetter Days to volunteer in a cause you believe in and
- Digital Disconnect Days!
- Great Talent & Development Programs (Managers Taking Flight – for new or aspiring managers!)
Submit today and get started!
We are excited to get to know you! Throughout our process you can expect to meet with different FlyMates including the Hiring Manager, Peers on the team, the VP of the department, and a skills assessment. Your Talent Acquisition Partner will walk you through the steps and be your “go-to” person for any questions.
The US base salary range for this full-time position is $90,000 - $150,000 plus restricted stock units and benefits. Our salary ranges are determined by role, position level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and several other factors, including job-related skills, experience, relevant education and training. Your Talent Acquisition Partner can share more about the specific salary range for your preferred location during the hiring process.
Flywire is an equal opportunity employer. With over 30 nationalities across 12 different offices, and diversity and inclusion at the core of our people agenda, we believe our FlyMates are our greatest asset, and we’re excited to watch our unique culture evolve with each new hire.
Flywire is an equal opportunity employer.
#LI-Hybrid
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Flywire Enterprise Client Success Manager United States, Massachusetts, Boston
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Who we are:
Flywire is a global payments enablement and software company, delivering high-stakes, high-value payments across the global education, healthcare, travel and B2B industries. Today, we’ve digitized payments for more than 4,500+ global clients in more than 140 currencies across 240 countries and territories around the world. And, we’re just getting started!
With over 1,200 global FlyMates, representing more than 40 nationalities, and in 12 offices world-wide, we’re looking for FlyMates to join the next stage of our journey as we continue to grow.
The Opportunity:
We are looking for an Enterprise Client Success Manage r to join us in Q4 who will be responsible for managing the post-sales experience for our new and established VIP enterprise customers, project management of implementation, training them using best practices, ensuring value realization, and developing long-term strategic relationships while delivering desired outcomes.
This position will report to our Manager, Enterprise Customer Success, with a
Target Start Date in Q4.
- Act as the primary point of contact and advocate for our most strategic and high value customers
- Proactively own and manage a portfolio of accounts and become their trusted advisor by building strong relationships through scheduled business reviews and point in time communications
- Establish the post-sales relationship with new customers with the primary goal of driving adoption across the portfolio
- Conduct customer intake calls, establish custom workflows, and deliver high-quality trainings to customers via web conferencing
- Work closely with the Implementation Team to complete new customer and new product onboarding projects
- Facilitate the transition of new clients from implementation to self-sufficiency using customer success software (ChurnZero)
- Drive communication of troubleshooting, and proactively suggest solutions to customer concerns
- Create customer references, testimonials, and case studies
- Provide team feedback by effectively communicating customer needs and feature requests; work cross-functionally across various teams (Sales, Implementation, Product)
- Monitor, track, and report on analytics, status reports and KPIs for your portfolio customers
- Develop an in-depth knowledge of all products and services; maintain product expertise across our platform
- Maintain customer needs, questions, and interactions in Salesforce; escalate challenges to the Support Team, and concerns internally to other appropriate teams.
Here's What We're Looking For:
- Bachelor's Degree or equivalent work experience
- 3+ years Customer Success experience
- 2+ years Hospitality experience
- Demonstrated success of exceeding customer satisfaction and retention targets
- Experience developing implementation plans and managing complex deployments
- Passionate about customer success and driving customer outcomes
- Exceptional communication and presentation skills; able to interact with different audiences, from end users to C-level executives
- Ability to summarize technical and complex topics to a specific target audience
- Strong problem resolution and analytical skills
- Ability to project manage, multi-task, meet deadlines and prioritize projects
- Self-motivated and self-learner with the ability to work under minimal supervision
- Able to collaborate well with a team, but can also manage their workload independently
Nice To Haves:
- Experience working in SaaS industry
- Experience with Salesforce.com and/or Delphi.fdc
- Experience with Adobe Acrobat Pro
- Experience with customer success software (i.e. ChurnZero)
What We Offer:
- Competitive compensation, including Restricted Stock Units
- Employee Stock Purchase Plan (ESPP)
- Flying Start - Our immersive Global Induction Program (Meet our Execs & Global Teams)
- Work with brilliant people that will keep you on your toes, learn more about their journeys by checking out #InsideFlywire on social media
- Dynamic & Global Team (we have been collaborating virtually for years!)
- Wellbeing Programs (Mental Health, Wellness, Yoga/Pilates/HIIT Classes) with Global FlyMates
- Be a meaningful part in our success - every FlyMate makes an impact
- Competitive time off including FlyBetter Days to volunteer in a cause you believe in and Digital Disconnect Days!
- Great Talent & Development Programs (Managers Taking Flight – for new or aspiring managers!)
Total compensation for this role is subject to, and will be determined by skill, level of overall experience, past experience and through our interview process. Target range is between $75k-95k base salary.
Submit today and get started!
We are excited to get to know you! Throughout our process you can expect to meet with different FlyMates including the Hiring Manager, Peers on the team, the VP of the department, and a skills assessment. Your Talent Acquisition Partner will walk you through the steps and be your “go-to” person for any questions.
Flywire is an equal opportunity employer. With over 40 nationalities across 12 different offices, and diversity and inclusion at the core of our people agenda, we believe our FlyMates are our greatest asset, and we’re excited to watch our unique culture evolve with each new hire.
These jobs might be a good fit
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Job Description:
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We’ll help you
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Desired Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule:Monday – Fridays and rotating Saturdays
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