Financial Solutions Advisor - South Shore Market

3M HEALTHCARE; Quincy (MA); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America in multiple MA offices is seeking a client-focused financial advisor to guide clients toward their financial goals through tailored investment and banking strategies. The role emphasizes relationship-building, regulatory diligence, and proactive referrals.

Candidates should hold Series 7 and 66 licenses (or 63/65) and have 1+ year in investments or financial services, with a track record of meeting sales goals and delivering exceptional client service.

Qualifications

• Series7 and66 licenses required (or Series63/65 in lieu of 66).
• Minimum of one year of experience in the investments industry.
• Minimum of one year of experience in financial services or a sales environment with goals met or exceeded.
• Proven ability to set and accomplish goals, build and nurture relationships, communicate confidently with clients, and navigate a fast-paced environment.
• Efficiently manage time and regulatory due diligence in daily activities.

Responsibilities

• Triage client leads and refer when appropriate based on client needs and asset thresholds.
• Meet with clients to review financial and investment goals, build a financial plan and recommend brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial centre clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services.

Skills

Account Management

Advisory

Client Experience

Branding

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Industry Knowledge

Education

High School Diploma / GED / Secondary School or equivalent

Tools

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 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, allowing for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

Overview

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position may also be responsible for the provision of residential mortgage loans and is subject to SAFE Act registration requirements.

Responsibilities

• Triage client leads and recommend referrals based on client needs and asset thresholds.
• Meet with clients to review financial and investment goals, build a financial plan and recommend brokerage products.
• Recommend banking and investment strategies that align with client financial goals.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial centre clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services.

Schedule

Monday – Fridays and rotating Saturdays. Shift: 1st shift (United States of America).

Required Qualifications

• Currently holds Series7 and66 (or Series63/65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry or a sales environment where goals were met or exceeded.
• Proven ability to set and accomplish goals, build and nurture strong relationships, collaborate effectively, communicate confidently with all clients, and navigate complexity in a fast‑paced environment.
• Efficiently manage time and capacity, and incorporate relevant regulatory due diligence into daily activities.

Desired Qualifications

• Minimum of three years of experience working in the financial service industry or a sales environment where goals were met or exceeded.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Skills

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

Location

• US - MA - Boston - 1857 Centre St - West Roxbury (MA6205)
• US - MA - Dedham - 858 Washington St - Dedham BC (MA6292)
• US - MA - Quincy - 1400 Hancock St - Quincy Square BC (MA6225)
• US - MA - Sharon - 15 Post Office Sq - Sharon BC (MA6289)

Pay and Benefits

Pay range: $70,000.00 - $80,000.00 annualized salary, offers determined based on experience, education, and skill set. Employees are eligible for a formulaic incentive plan and a benefits package including industry‑leading benefits, paid time off, and support to make an impact.