Bank of America
Financial Solutions Advisor - Boston Market
$65K–$80K
Boston +2 · Full-time · Posted Oct 23, 2026
- Location
- Boston
Somerville
Cambridge - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-based sales environment.
About the job
Provides financial advice and customized investment and banking solutions, builds financial plans, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal partners based on their needs and asset thresholds.
- Identify prospective clients, manage risk, and coach referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); if missing Series 66 but holding Series 63 or 65, must pass the missing exam within 60 days of an offer.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales-environment experience.
- SAFE Act registration and required background check; must maintain good standing.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional designations such as CFP or CRPC, or insurance licenses.
Pay
$65,000.00 - $80,000.00 annualized salary (base salary)
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative