Financial Solutions Advisor Registration Candidate - Boston Market

Bank of America; Massachusetts; On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor who partners with clients to plan financial goals and deliver tailored brokerage and banking solutions. You will review investment goals, recommend strategies, and refer clients to suitable partners as needed.

The role emphasizes licenses, compliance, and building lasting client relationships within an in-office culture that supports collaboration and career growth.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Strong communication and collaboration skills.
• Results-driven while prioritizing client's interests in a fast-paced environment.
• Ability to manage multiple tasks simultaneously.
• Willingness to learn and adapt to new technology.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage and banking products.
• Recommends banking and investments strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on asset thresholds; mitigates risk.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience

Sales & Advisory

Investment Knowledge

Pipeline Management

Client Management

Oral Communications

Risk Management

Trading

Education

High School Diploma

Bachelor's degree (preferred)

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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

Job Description

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, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act 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, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments 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

Required Qualifications

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Desired Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

Schedule

Monday - Fridays and rotating Saturdays

Skills

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

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.

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency Details

US - MA - Belmont - 483 Trapelo Rd - WAVERLEY SQUARE BC (MA6166), US - MA - Boston - 440 BOYLSTON ST - BACK BAY (MA5150), US - MA - Boston - 540 Commonwealth Ave - Kenmore Square (MA5148), US - MA - Boston - 855 Boylston St (MA5120), US - MA - Chestnut Hill - 1234 Boylston St (MA6333)

Pay range

$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.