Bank of America
Financial Solutions Advisor Registration Candidate - Southern CT Market
Stratford · Full-time · Posted Oct 20, 2026
- Experience
- At least one year of financial services industry or sales experience is listed as a desired qualification.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial planning and customized banking and investment recommendations to clients, while managing referrals, developing client relationships, and controlling risk.
What you'll do
- Build financial plans and recommend banking and investment strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal partners based on needs and asset thresholds.
- Identify potential 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; able to execute multiple tasks simultaneously.
- Strong communication and collaboration, adaptability to technology, and a client-focused, results-driven approach.
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 USD hourly pay (base salary; not incentive eligible)
Model-written summary · the original posting is authoritative