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Financial Advisor jobs in United States, Massachusetts, Marlborough

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Company
Job type
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Job title (1)
United States
Massachusetts
Marlborough
9 jobs found
08.12.2025
BOA

Bank Of America Financial Solutions Advisor Registration Candidate - Western... United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
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...
Description:

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

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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05.07.2025
BS

Boston Scientific Principal Financial Analyst - Finance Forward United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Lead elements of end-to-end process design and implementation for the respective initiative workstream. Perform activities delegated by initiative lead to document, design or implement priority processes. Coordinate with colleagues offline...
Description:

Your responsibilities will include:

  • Lead elements of end-to-end process design and implementation for the respective initiative workstream
  • Perform activities delegated by initiative lead to document, design or implement priority processes
  • Coordinate with colleagues offline to obtain relevant inputs regarding necessary data or process flows in preparation for productive design workshops
  • Serve as change agent to promote Finance Forward by motivating teams in the development and adoption of global best practices
  • Collaborate with the cross-functional partners to define process standards; document success criteria and expected business outcomes
  • Facilitate workshops and influence stakeholders in the document, design or implement priority processes; clearly communicate expected changes with various stakeholder groups

Required Qualifications:

  • Seven plus years of finance or accounting experience.
  • Bachelor's degree in Business, Economics, Finance or Accounting required (MBA or masters a plus).
  • Must be able to work well in a complex, highly matrixed worldwide corporation.

Required Qualifications:

  • Demonstrated ability to lead process improvement and apply end-to-end process thinking
  • Widely networked within BSC, fostering strong relationships and business partnerships
  • Effective communication skills with ability to hold discussions across levels and functions
  • Familiarity with change management, organizational development and business partnering concepts and practices
  • Adept strategic thinking and business understanding, with the capability to tie HR and people related strategies to business objectives
  • Ability to influence and align cross-functional partners
  • Ability to translate strategies into action, including fluency with both systems and processes
  • Ability to work autonomously and act in a consultative role
  • Ability to challenge the status quo and navigate ambiguity
  • Passion for team member experience
  • Exceptional organizational & time management skills are crucial; environment is fast-paced and multi-tasking is essential
  • Ability to travel up to 10%

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

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29.06.2025
BS

Boston Scientific Principal Financial Analyst Revenue Gross Margin United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Collaborate with multifunctional business and franchise leaders to support and grow the Endoscopy business. Lead the planning, forecasting, and month-end close processes for global revenue, gross margin, and OPEX. Support...
Description:


Your responsibilities will include:

  • Collaborate with multifunctional business and franchise leaders to support and grow the Endoscopy business
  • Lead the planning, forecasting, and month-end close processes for global revenue, gross margin, and OPEX
  • Support the U.S. selling organization’s budgeting process
  • Analyze and forecast inventory charge activity including excess, expiring, and obsolete product
  • Provide financial insights and recommendations regarding portfolio optimization, pricing trends, and market share strategies
  • Partner with Operations to understand manufacturing strategies and their impact on gross margin
  • Facilitate strategic plans through partnership with marketing, sales, and finance teams
  • Present forecasts and insights to finance and non-finance stakeholders
  • Identify financial risks and opportunities using data-driven analysis
  • Collaborate with accounting to ensure proper revenue forecasting tied to capital programs
  • Evaluate new tools and technologies to improve forecasting and reporting accuracy
  • Lead ad hoc financial projects supporting divisional and corporate initiatives
  • Support franchise leadership with monthly and quarterly financial analysis

Required qualifications:

  • Bachelor’s degree in finance, accounting, business, or related field
  • Five or more years of experience in financial analysis
  • Proven track record of business partnering and working closely with senior leadership

Preferred qualifications:

  • MBA or advanced degree
  • Experience in revenue FP&A or similar roles; other finance and accounting backgrounds also considered
  • Ability to think strategically and proactively address business risks and opportunities
  • Strong communication skills adaptable to varied audiences
  • Ability to operate independently in a fast-paced, deadline-driven environment
  • Proficiency in Excel, PowerPoint, Hyperion, SAP, and financial modeling
  • High attention to detail and data accuracy

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

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27.06.2025
BS

Boston Scientific Senior Financial Analyst Corporate FP & United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Prepare and analyze monthly and quarterly SG&A and R&D reporting by division, region, and function. Analyze key areas of focus for Senior Management team such as global headcount reporting, T&E...
Description:

Your responsibilities will include:

  • Prepare and analyze monthly and quarterly SG&A and R&D reporting by division, region, and function
  • Analyze key areas of focus for Senior Management team such as global headcount reporting, T&E spend, etc.
  • Coordinate the quarterly forecasting cycles working with Global Finance teams to define, communicate and manage all requirements to develop financial statements; troubleshoot as needed and partner with divisions/regions/functions during the process
  • In partnership with global finance stakeholders, engage in continuous improvement activities to streamline core FP&A processes to enhance efficiency and effectiveness while incorporating new capabilities with AI and SaaS solutions
  • Quickly and accurately respond to ad hoc queries from internal customers (including Sr./Executive Management)
  • Assist in preparing schedules for CFO updates to Executive team
  • Support inclusive culture of finance

Required qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics or Business related field
  • Minimum of 3 years of financial analysis, planning, and business support experience in medium to large company
  • Demonstrated ability to work well in a complex, highly matrixed worldwide organization and be able to simplify that matrix for reporting and analytical purposes

Preferred Qualifications:

  • Be proactive, a self-starter, results-oriented, and a team player. Wants to be challenged.
  • Ability to work in a fast-paced, demanding environment. Ability to multi-task effectively.
  • Strong organizational, management, project and process skills.
  • Very strong financial analysis skills. Attention to detail a must.
  • Strong Hyperion/SmartView user. SAP a plus.
  • Excellent verbal and written communication skills.

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

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21.06.2025
BOA

Bank Of America Senior Banker - Marlborough Financial Center United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...
Description:

Job Description:

Job Description:

This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Responsibilities:

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities

• Assists, educates, and trains clients on conducting simple transactions through self-service technologies

• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy

• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping

• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications:

• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for helping new and existing clients based on their needs.

• Has strong written and verbal communications skills.

• Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).

• Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.

• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• An Associate’s Degree or Bachelor’s Degree in business, finance, or a related field.

• Experience working in a financial center where goals were met or exceeded.

• Retail and/or sales experience in a salary plus incentive environment.

• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

• Experience with financial information, spreadsheets and financial skills.

• Knowledge of banking products and services.

• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

• Active Listening

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• 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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07.05.2025
BS

Boston Scientific Principal Financial Analyst Corporate FP & United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Lead Global Annual Operating Plan processes, partnering with global finance teams on continuous process improvements while leveraging new financial system capabilities. Coordinate, prepare, and analyze monthly financial reporting by division,...
Description:


Your responsibilities will include

  • Lead Global Annual Operating Plan processes, partnering with global finance teams on continuous process improvements while leveraging new financial system capabilities.
  • Coordinate, prepare, and analyze monthly financial reporting by division, region, and function, working across the team to understand the various drivers.
  • Analyze key areas of focus for the Senior Management team such as global headcount reporting, T&E spend, digital initiatives, etc.
  • Consolidate total company, divisional, and regional P&L’s analyzing trends and understanding/tracking variances to plan and forecast by P&L line item.
  • Coordinate the quarterly forecasting cycles working with Global Finance teams to define, communicate, and manage all requirements to develop financial statements; troubleshoot as needed and partner with divisions/regions/functions during the process.
  • Maintain and enhance P&L modelling for quarterly/annual estimates, using inputs from businesses and external factors, comparing trends against recent forecasts and external guidance.
  • Quickly and accurately respond to ad hoc queries from internal customers (including Sr./Executive Management).
  • Assist in preparing schedules for CFO updates to the Executive team.
  • Support Global Headcount reporting processes, partnering closely with HR and Finance in monitoring headcount investments and growth.
  • Engage in continuous improvement activities to streamline core FP&A processes to enhance efficiency and effectiveness as well as support overall company optimization initiatives.

Required qualifications:

  • Bachelor’s degree in finance, Accounting, Economics, or Business.
  • Minimum 5 years of relevant financial analysis, planning, and business support experience
  • Excellent oral and written communication skills
  • Ability to work well in a complex, highly matrixed worldwide organization and simplify that matrix for reporting and analytical purposes

Preferred qualifications:

  • Strong organizational, management, project, and process skills.
  • Be proactive, a self-starter, results-oriented, and a team player. Wants to be challenged.
  • Ability to work in a fast-paced, demanding environment and multi-task
  • Attention to detail and accuracy. Very strong analytical skills.
  • Track record of successful business partnering. Advanced knowledge of tools and systems (Hyperion Planning/Smartview, Excel, etc.)

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

Show more

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14.04.2025
BS

Boston Scientific Senior Financial Analyst Gross Margin & Capital - Urology Di... United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Serve as the primary Finance business partner for the Sustaining R&D organization, supporting senior functional leaders through headcount planning, forecasting, reporting and financial close. Perform all aspects of the monthly...
Description:


About the Role:


This position also partners with senior management of the Division, providing support and consultation on their functional areas of the business. This position reports to the Urology Finance Senior Manager and requires a high degree of cross-functional collaboration, as well as interaction with other divisional and regional finance groups across the organization.

Your Responsibilities Include:

  • Serve as the primary Finance business partner for the Sustaining R&D organization, supporting senior functional leaders through headcount planning, forecasting, reporting and financial close.
  • Perform all aspects of the monthly financial close (e.g., necessary journal entries, account reconciliations, generation of monthly and quarterly reporting schedules, management reporting, variance/trend analysis).
  • Contribute to monthly and quarterly reporting packages to share with management highlighting key financial metrics vs. goals. Communicate insights into areas of interest and risk at the appropriate level of detail for the intended audience.
  • Perform monthly detailed gross margin analysis to provide a deep understanding of the components driving fluctuations and continue to identify areas of opportunity.
  • Perform monthly pricing analysis and prepare related reporting for decision making.
  • Perform inventory accounting and quarterly EE&O reviews; serve as liaison with Global Supply Chain for inventory related issues.
  • Serve as divisional representative on the Capital Equipment Technical Service (CETS) team, provide divisional inputs to reporting process, understand planning outputs and participate in reviews to ensure accuracy and completeness.
  • Liaise with the manufacturing plant network to aid divisional understanding of monthly results as well as help drive the annual standard cost improvement process.
  • Support and monitor certain accounting areas performed by GBS including Sales Type Leasing accounting, Sales Return Reserve and Warranty Accrual.
  • Lead EU MDR forecasting, consolidation, and reporting.
  • Lead SOX 404 control testing for the Division.
  • Drive continuous improvement within our financial processes to gain efficiencies.
  • Support ad-hoc requests and projects when required.

Required Qualifications:

  • Bachelor's degree in Business, Economics, Finance, Accounting, or related field
  • 3+ years of experience in financial planning and analysis, and business support
  • Strong knowledge of tools and systems (e.g., ERP, Excel, PowerPoint)
  • Ability to work well in a complex, highly matrixed global organization and simplify that matrix for reporting and analytical purposes.
  • Ability to consolidate, synthesize and report on large amounts of financial data.
  • Very strong financial analysis skills with attention to detail and data accuracy
  • Outstanding verbal and written communication skills
  • Ability to work autonomously and act in a consultative role.
  • Exceptional organizational, time management and prioritization skills
  • Ability to multi-task and manage deliverables in a fast-paced environment.
  • Continuous improvement mindset

Preferred Qualifications:

  • MBA or Master’s degree in Business, Economics, Finance, Accounting, or related field
  • Prior experience in a medium to large company with global presence
  • Prior experience using Hyperion Planning and SAP applications.
  • Prior experience using a project portfolio management system (e.g., Planisware)
  • Prior experience using business intelligence and analytical tools (e.g., Tableau, Power BI, Alteryx)
  • Drive and ambition to develop and grow into more senior finance roles.

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
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...
Description:

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

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)

Show more
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