Bank of America
Financial Solutions Advisor - Boston West Market
$70K–$80K
Newton +1 · Full-time · Posted Oct 19, 2026
- Location
- Newton
Waltham - Experience
- At least 1 year in the investments industry and at least 1 year in financial services and/or a sales environment; 3 or more years in financial services and/or sales is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment solutions, helping clients plan toward financial goals and connecting them with appropriate banking and investment services.
What you'll do
- Build financial plans and recommend brokerage products and strategies aligned with clients’ goals.
- Triage client requests, make referrals to internal partners, and engage potential new clients.
- Manage risk and coach referral partners on client needs and suitable services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- 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.
- Able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations such as CFP or CRPC; insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Tools
Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative