Bank of America
Financial Solutions Advisor Registration Candidate - South Shore Market
Dedham · Full-time · Posted Oct 22, 2026
- Experience
- No minimum years 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 clients with financial planning advice and recommends banking and investment solutions aligned with their goals.
What you'll do
- Builds financial plans using brokerage, banking, and money management solutions; recommends strategies based on client needs.
- Triages client requests and refers clients to appropriate internal partners based on needs and asset thresholds.
- Identifies potential clients, manages risk, and develops client relationships.
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; able to handle multiple tasks.
- Effective communication and collaboration, with a results-driven mindset that prioritizes clients in a fast-paced environment.
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; not incentive eligible)
Model-written summary · the original posting is authoritative