Bank of America
Financial Solutions Advisor - Pioneer Valley Market
$65K–$80K
Avon +3 · Full-time · Posted Oct 2, 2026
- Location
- Avon
Wallingford
Bloomfield
West Hartford - Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment where goals were met or exceeded. Desired: minimum three years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice, creates financial plans, recommends banking and investment strategies, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with client goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners on client needs and product recommendations.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65; specified missing license may be completed within 60 days.
- 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 experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- CFP or CRPC designation and/or insurance licenses.
Pay
$65,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative