Bank of America
Financial Solutions Advisor Registration Candidate - South Shore Market
Hanover · Full-time · Posted Oct 22, 2026
- Experience
- No minimum experience required; desired qualification includes 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 solutions by developing financial plans, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend banking, investment, brokerage, and managed solutions aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on their needs and asset thresholds.
- Identify prospective 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.
- Self-discipline in managing time and capacity; ability to handle multiple tasks and adapt to technology.
- Effective communication and collaboration, with a results-driven mindset that prioritizes client interests.
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 hourly pay (base salary; not incentive eligible)
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative