Financial Solutions Advisor - Wealth Management Office

Bank of America; Boston (MA); On-site; USD 75,000 - 85,000; Full time

Job summary

Bank of America in Boston seeks a Financial Solutions Advisor for Wealth Management. The role combines investment guidance with client service, offering customized solutions to help clients reach financial goals. You will work with self-directed investors and assist with mortgage-related compliance and account openings.

Key activities include client education on products, supporting advisors, and managing annual reviews to deepen relationships across banking and investment platforms.

Qualifications

• Must hold Series 7 and Series 66 licenses (or Series 63/65 in lieu).
• Minimum one year in financial services or sales with targets met.
• Strong relationship management and client advocacy.
• Able to work in a fast-paced environment and meet goals.
• Regulatory due diligence and SAFE Act knowledge required.

Responsibilities

• Partner with Financial Advisors to deepen consumer investment opportunities.
• Support client conversations on investment products and services.
• Educate clients on the full Enterprise offering and assist with account openings.
• Provide education on investments and services to Advisors.
• Manage annual reviews and deepen relationships through investments and banking.

Skills

Series 7

Series 66

Relationship management

Client focus

Communication

Sales experience

Education

High School Diploma / GED

Bachelor's degree preferred

CFP designation (preferred)

CRPC designation (preferred)

Job description

Financial Solutions Advisor - Wealth Management Office

Open Full-time 75,000–85,000 USD per year as stated in the posting

Open — Bank of America has a posting for this job. Posted 20 Oct 2026.

This posting

Posted 20 Oct 2026 · Full-time · 75,000–85,000 USD per year as stated in the posting

About this job

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 advice and customized solutions to clients to help them achieve their financial goals and working with self-directed investors on their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client’s investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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:

• Partners with Financial Advisors to identify Consumer Investment deepening opportunities in order to meet client needs
• Supports Financial Advisors with client conversations and scenarios related to the Consumer Investment products and services
• Educates potential and existing clients about the full offering of the Enterprise (investment and banking) products and services and assists with account opening and fulfillment
• Educates Financial Advisors on Consumer Investments platform, product and services
• Provides basic service and support for self-directed clients who are part of a Merrill Financial Advisor Household
• Manages Book and is responsible for Annual Reviews, deepening through investment, banking and acquisition of prospects

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Depth and breadth of relationship management product/solutions knowledge and experience
• Acts as a client advocate
• Is a self-starter who efficiently manages time and capacity
• 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.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities and new client development.
• Strong computer skills and the ability to multitask in a demanding environment.
• A bachelor’s degree, preferably in business-related field.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

Skills:

• Account Management
• Attention to Detail
• Client Experience Branding
• Client Management
• Customer and Client Focus
• Client Solutions Advisory
• Issue Management
• Oral Communications
• Policies, Procedures, and Guidelines

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Massachusetts: 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

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NY - Garden City - 1325 FRANKLIN AVE - MERRILL LYNCH (NY3325)

Pay and benefits information

Pay range

$75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

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.