Bank of America
Financial Solutions Advisor - South Shore Market
$70K–$80K
Quincy +2 · Full-time · Posted Sep 16, 2026
- Location
- Quincy
Sharon
West Roxbury - Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a goal-based sales environment; three or more years in financial services and/or sales is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals by creating financial plans, recommending banking and investment strategies, and referring clients to appropriate partners.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with client needs.
- Triages client requests, refers clients to internal service providers, and develops potential new client relationships.
- Manages risk and coaches 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 of financial services and/or sales experience 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.
- Additional professional designations such as CFP and/or CRPC, or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative