Bank of America
2 followers15 jobs

Financial Solutions Advisor Registration Candidate - Boston West Market

JuniorMid levelFull-timeOfficeGreater Geelong, VIC, AustraliaPosted 3 weeks agoVerified 3 weeks ago
Pending fitX of Y criteria met

About the job

This job at Bank of America is all about providing comprehensive advice and customized solutions to help clients achieve their financial goals. By fostering an inclusive workplace and supporting teammates' growth, the team is dedicated to making a positive impact on clients and communities. Collaboration and engagement are key, as the team works together to drive responsible growth and deliver exceptional service.

You'll be responsible for

📊

Planning financial goals

Working with clients to develop short and long-term financial plans using various brokerage products.
💡

Recommending strategies

Advising clients on banking and investment strategies that align with their financial goals.
🔍

Triage client requests

Assessing client needs and making appropriate referrals to internal service providers.

Key criteria

📈

Client relationship experience

Proven experience cultivating client relationships and assessing needs.

View

📝

Financial services knowledge

Demonstrated understanding of financial products and investment strategies.

View

🔄

Time management skills

Experience managing multiple tasks in a fast-paced environment.

View

Meet the team

About the company

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2026
  • Hiring
    • Permanent hires
    • Student placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2026 Hatch
  • Privacy
  • Terms
  • Categories

A meaningful career starts with a match

Get started
Apply on Bank of America
You'll apply on an external website
Think you're a good fit?See what the hiring team are looking for

View your fit

3 criteria for this job
Client relationship experience
Proven experience cultivating client relationships and assessing needs.

View

Financial services knowledge
Demonstrated understanding of financial products and investment strategies.

View

Time management skills
Experience managing multiple tasks in a fast-paced environment.

View

Similar jobs

View all
SS&C Technologies
SS&C Technologies
Contact Centre Officer - Superannuation and Financial ServicesNewcastle, NSW · Sydney, NSW · NSW · Full-time
As a Contact Centre Officer at SS&C, you will embark on an exciting journey where you will learn about innovative products and services while effectively communicating with customers. This job is vital in building strong relationships and ensuring exceptional service in the financial services and healthcare industries. The team thrives on collaboration, flexibility, and a commitment to continuous improvement, making it a fantastic place to grow and succeed.
Aruma
Aruma
Assistant Financial AccountantChatswood, NSW · Contract
The Assistant Financial Accountant plays a vital role in supporting Aruma’s financial reporting obligations. This job is all about ensuring compliance, accuracy, and efficiency in financial processes, which ultimately contributes to the success of the Aruma Group. Collaboration with internal stakeholders and external partners is key, and the team thrives on continuous improvement and delivering timely financial information.
Transport NSW
Transport NSW
SSO Financial Operations - Temporary Opportunity Up to 23 monthsBurwood, NSW · Contract
This job is about joining the Expense Management & Payments team to deliver efficient and accurate financial transaction services across Transport. By processing payments and resolving exceptions, you will play a crucial role in transforming the lives of our community. The team values collaboration and is committed to fostering a supportive and inclusive work environment.
UnitingCare Queensland
UnitingCare Queensland
Financial Capability WorkerRockhampton City, QLD · Full-time
The Financial Capability Worker plays a vital role in supporting individuals and families facing financial hardship through the Financial Resilience and Wellbeing Service. By delivering education and creating strategies for better financial management, this job makes a meaningful difference in the community. The team values collaboration and is dedicated to empowering clients to achieve positive outcomes.