Bank of America
Financial Solutions Advisor Registration Candidate - Northern MA Market
Wilmington · Full-time · Posted Oct 26, 2026
- Experience
- Desired: a minimum of one year of financial services industry or sales experience; a bachelor’s degree is also listed as an alternative.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial advice and customized solutions, develops client financial plans, recommends banking and investment strategies, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans using brokerage, banking, and money-managed solutions; recommend strategies aligned with clients’ goals.
- Triage client requests and make referrals based on client needs and asset thresholds; identify potential new clients.
- Manage risk as part of daily activities.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-disciplined time and capacity management, with the ability to manage multiple tasks.
- Effective communication and collaboration; results-driven while prioritizing client interests and adapting to technology.
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