Financial Solutions Advisor - Boston West Market

Bank of America; Wellesley (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America in Massachusetts is seeking an experienced financial advisor to deliver comprehensive guidance, build tailored financial plans, and recommend brokerage products to help clients reach their goals.

The role requires Series licenses, strong communication, and the ability to manage referrals, collaborate with partners, and comply with regulatory requirements.

Qualifications

• Hold Series 7 & 66 licenses; if missing 66, pass within 60 days with 63/65.
• 1+ year in investments with knowledge of products and services.
• 1+ year in financial services or sales with goals met.
• Ability to set and achieve goals and build relationships.
• Effective communication and client engagement.
• Strong time-management in a fast-paced environment.
• Incorporate regulatory due diligence into daily activities.

Responsibilities

• Plan clients' short- and long-term financial goals through brokerage-based plans.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers.
• Mitigate and control risk in daily activities.
• Identify potential new clients via referrals or center clientele.
• Provide coaching and feedback to referral partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Written Communications

Attention to Detail

Risk Management

Policy & Guidelines

Client Management

Causation Analysis

Pipeline Management

Active Listening

Education

High School Diploma or equivalent

CFP designation

CRPC designation

Insurance licenses

Tools

CRM software

Microsoft Office

Job description

Bank of America Overview

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. SAFE Act registration requirements apply. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain registration may result in disciplinary action up to and including termination.

Responsibilities

• Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
• Recommends banking and investment strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Required Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

Desired Qualifications

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.

Skills

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Schedule

• Monday – Fridays and rotating Saturdays

Shift

1st shift (United States of America)

Hours Per Week

40

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Legal Notice

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.