Bank of America
Financial Solutions Advisor Registration Candidate - North Waltham Financial Center
Waltham · Full-time · Posted Oct 14, 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 advice and customized banking and investment solutions, helping clients plan toward financial goals and referring them to appropriate partners.
What you'll do
- Build financial plans and recommend banking and investment strategies suited to clients’ goals and needs.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify potential 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.
- Strong communication and collaboration skills for building peer relationships.
- Ability to manage time, handle multiple tasks, adapt to technology, and prioritize client interests in a fast-paced environment.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services or sales experience.
Pay
$28.85 - $33.65 USD hourly pay (base salary; not incentive eligible)
Model-written summary · the original posting is authoritative