Bank of America
Financial Solutions Advisor Registration Candidate - Boston West Market
Waltham · Full-time · Posted Oct 22, 2026
- Experience
- Desired: a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial planning and investment advice to clients, recommends banking and investment solutions, and connects clients with internal partners based on their needs and assets.
What you'll do
- Build financial plans and recommend banking, brokerage, investment, and managed solutions aligned with clients’ goals.
- Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds.
- Identify potential new clients, manage risk, and complete required licenses and training.
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 handle multiple tasks and adapt to new technology.
- Effective communication and collaboration, with a results-driven mindset that prioritizes 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
$28.85 - $33.65 hourly pay (base salary; not incentive eligible)
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative