Bank of America
Financial Solutions Advisor - Rhode Island Market
$70K–$80K
Providence +4 · Full-time · Posted Oct 23, 2026
- Location
- Providence
North Providence
North Kingstown
Cranston
Johnston - Experience
- At least one year of investment-industry experience and at least one year of financial services and/or goal-based sales experience; three or more years in the latter is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals by building financial plans, recommending banking and investment strategies, and connecting clients with internal partners.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with client needs.
- Triage client requests, refer clients to appropriate internal providers, and engage potential new clients.
- Manage risk and coach referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year in financial services and/or a sales environment where goals were met or exceeded.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Three or more years in financial services and/or goal-based sales; additional designations such as CFP or CRPC, or insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized base salary
Model-written summary · the original posting is authoritative