Bank of America Financial Solutions Advisor - Medfield Financial Center - Medfield, BC. in Medfield, Massachusetts

Job Description:

Required Skills

• 3+ years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services.

• One+ years experience in business development and investments training.

• Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions.

• Knowledge of banking (credit and deposit) products and services desired.

• Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles.

• Series 7 required. This role also requires series 66 (63 & 65 in lieu of 66). 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.

• A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.

• Results oriented with proven track record of outstanding ability to motivate and influence other to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others.

• Dedicated, enthusiastic, driven andperformance-oriented;possesses a strong work ethic.

• Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations.

• A respected business partner who adds value to the broader team and can diplomatically handle conflict; demonstrated ability to cultivate effective revenue generating partnerships with other LOBs.

• Ability to handle ambiguity and adapt to changing circumstances.

• An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client.

• Excellent time management and organizational skills.

Preferred Skills

• 4 year degree desired, preferably in business related field.

• Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRCP) Designations desired.

• Insurance licenses desired.

Posting Date : 04/19/2017

Location : US-MA-Medfield

Travel : Yes, 20% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Weekly Schedule : onday-Friday open to close of banking center and some Saturdays

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Diversity & Inclusion

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