Bank of America
Financial Solutions Advisor Registration Candidate - Southern CT Market
Wilton +1 · Full-time · Posted Sep 21, 2026
- Location
- Wilton
New Canaan - 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 planning and customized banking and investment recommendations to clients, while identifying prospects, making referrals, and managing risk.
What you'll do
- Build financial plans using brokerage, banking, and money management solutions; recommend strategies aligned with client goals.
- Triage client requests and refer clients to appropriate internal providers based on needs and asset thresholds.
- Identify prospective clients through referrals or financial center clientele, and mitigate risk in daily work.
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 execute multiple tasks simultaneously.
- Effective communication and collaboration, a results-driven mindset that prioritizes client interests, and ability to adapt to new technology.
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); the role is not incentive eligible.
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative