Strategic Financial Solutions Advisor - Northern MA

Merrill; Bedford (MA); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions, triaging client leads, and building financial plans with brokerage products. You will refer to business partners and meet regulatory requirements, including SAFE Act considerations for mortgage-related roles.

You will engage clients to review financial goals, build plans, and recommend suitable investment products while maintaining strong relationships and delivering high-quality service.

Qualifications

• Currently holds Series 7 and 66 licenses (or 63/65 equivalents).
• Minimum of 1 year of investments industry experience.
• Minimum of 1 year in financial services or a sales role with goals met.
• Willingness to work Monday–Friday with rotating Saturdays.

Responsibilities

• Build financial plans and recommend brokerage products (stocks, bonds, mutual funds, annuities).
• Triages client leads and makes referrals to internal partners based on client needs and assets.
• Review client goals and provide tailored financial guidance and product solutions.
• Mitigate risk and maintain regulatory due diligence in daily activities.

Skills

Client relations

Communication

Financial planning

Time management

Education

Series 7 & 66 licenses

CFP/CRPC designation (optional)

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions, triaging client leads, and building financial plans with brokerage products. You will refer to business partners and meet regulatory requirements, including SAFE Act considerations for mortgage-related roles.

You will engage clients to review financial goals, build plans, and recommend suitable investment products while maintaining strong relationships and delivering high-quality service.