Bank of America
Financial Solutions Advisor - Wilton Financial Center
$70K–$80K
Wilton · Full-time · Posted Aug 4, 2026
- Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded; desired: three or more years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and brokerage recommendations, builds financial plans, and connects clients with appropriate banking and investment services.
What you'll do
- Build financial plans and recommend brokerage products and banking or investment strategies aligned with clients’ goals.
- Triage client requests and refer them to internal partners based on needs and asset thresholds.
- Identify prospective clients, manage risk, and coach referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 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 goal-based sales experience.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Three or more years of financial-services and/or goal-based sales experience.
- CFP or CRPC designation; insurance licenses; strong computer skills.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative