Bank of America
Financial Solutions Advisor Registration Candidate - Pioneer Valley Market
West Hartford · Full-time · Posted Oct 20, 2026
- Experience
- No minimum years required; desired qualification is 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 clients with financial planning advice and recommends banking and investment solutions aligned with their goals and needs.
What you'll do
- Builds financial plans using brokerage, banking, and money management solutions, and recommends appropriate strategies.
- Triages client requests and refers clients to internal partners based on their needs and asset thresholds.
- Identifies potential clients, manages risk, and builds client relationships.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration skills.
- Able to manage time, handle multiple tasks, and adapt to new technology.
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 hourly pay (base salary)
Model-written summary · the original posting is authoritative