Bank of America
Financial Solutions Advisor Registration Candidate-Easton Financial Center
Easton · Full-time · Posted Sep 10, 2026
- Experience
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience is desired; no minimum years of experience required.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial planning and customized banking and investment recommendations to clients, while making referrals and developing new client relationships.
What you'll do
- Build financial plans and recommend banking and investment strategies aligned with clients’ goals and needs.
- Triage client requests and refer them to internal service providers based on needs and asset thresholds.
- Identify potential 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.
- Strong communication and collaboration skills.
- Ability to manage time, handle multiple tasks, adapt to technology, and prioritize clients in a fast-paced environment.
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