Bank of America
Financial Solutions Advisor Registration Candidate - Boston West Market
Newton +1 · Full-time · Posted Oct 19, 2026
- Location
- Newton
Waltham - Experience
- One year of financial services industry or sales experience is a desired qualification, not a required minimum.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial advice and customized solutions, helping clients plan goals, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ goals.
- Triage client requests and refer them to internal service providers based on needs and asset thresholds.
- Identify prospective clients, manage risk, and cultivate client relationships.
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 manage multiple tasks.
- Effective communication and collaboration, a results-driven mindset, and ability to adapt to new technology.
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
$28.85 - $33.65 hourly pay, base salary
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative