Bank of America
Financial Solutions Advisor Registration Candidate - New Canaan Financial Center
New Canaan · Full-time · Posted Oct 14, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized banking and investment solutions, builds financial plans, and refers clients to appropriate internal partners.
What you'll do
- Develop financial plans and recommend banking and investment strategies aligned with client goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify prospective clients and manage risk in daily activities.
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.
- Effective communication and collaboration, client-focused judgment, and ability to adapt to new technology.
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
Model-written summary · the original posting is authoritative