Banking and Investments Specialist

Bank of America is seeking a Banking and Investments Specialist in Nashua, NH. The role involves working with clients to develop tailored financial plans, recommending banking and investment strategies, and managing client requests. Candidates should have a Bachelor's degree, Series 7 & 66 licenses, and at least one year of investment industry experience. The position offers a supportive work environment with opportunities for professional growth.
Becoming a Financial Solutions Advisor at Bank of America means joining a team of dedicated professionals who are passionate about helping clients achieve their financial goals. As a member of our team, you will have the opportunity to work with a diverse range of clients, each with unique financial objectives and challenges.

You will work closely with clients to understand their financial goals and develop tailored plans to help them achieve those goals. This may involve recommending banking and investments strategies, identifying potential risks, and making referrals to internal service providers.

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is committed to delivering exceptional results and exceeding client expectations.
• Bachelor's degree or higher preferred
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• *Key Responsibilities:**
• Works with clients to plan their short and long-term financial objectives
• Recommends banking and investments strategies that align with client financial goals and needs
• Triage client requests and makes referrals to appropriate internal service providers
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele