Bank of America
Financial Solutions Advisor Registration Candidate - Boston West Market
Newton · Full-time · Posted Oct 22, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification; no required years stated.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial planning and investment advice to clients, recommends suitable banking and investment solutions, and refers clients to internal partners based on their needs and assets.
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 appropriate internal service providers based on needs and asset thresholds.
- Identify potential clients through referrals or financial center clientele, while managing risk in daily activities.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Strong communication and collaboration skills, with a results-driven, client-focused approach.
- Self-discipline, ability to manage multiple tasks, and adaptability to new technology or applications.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 USD hourly pay (base salary; not incentive eligible)
Model-written summary · the original posting is authoritative