Bank of America
Financial Solutions Advisor Registration Candidate - Boston Market
Boston · Full-time · Posted Oct 22, 2026
- Experience
- The desired qualification is a minimum of one year of financial services industry or sales experience; a bachelor’s degree is an alternative.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial advice and customized banking and investment solutions, helping clients plan financial goals, reviewing needs, making referrals, and identifying prospective clients.
What you'll do
- Build financial plans using brokerage, banking, and managed solutions; recommend strategies aligned with client goals.
- Triage client requests and refer clients to internal providers based on needs and asset thresholds.
- Manage risk and identify potential clients through referrals and financial center clientele.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; ability to execute multiple tasks simultaneously.
- Effective communication and collaboration, adaptability to technology, and a results-driven focus on client interests.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Pay
USD $28.85 - $33.65 hourly pay (base salary); not incentive eligible.
Tools
FINRA Securities Industry Essentials (SIE)
Model-written summary · the original posting is authoritative