Wealth & Investment Solutions Advisor

Bank of America; Newton (MA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is seeking a financial professional in Massachusetts to deliver comprehensive advice and customized solutions helping clients meet their financial goals. You will triage leads, refer to business partners, and meet clients to review goals, build plans, and recommend brokerage products.

Licenses must be current; SAFE Act registration is required. The role emphasizes relationship building, effective communication, and adherence to regulatory due diligence while working within a

Qualifications

• Requires Series 7 and 66 licenses, or the equivalent 63/65 in lieu of 66.
• Minimum 1 year in investments with knowledge of products and services.
• Minimum 1 year experience in financial services or a sales environment with goals.
• Strong relationship-building and communication skills.
• Understands regulatory due diligence and risk management.
• Willingness to work Monday–Friday with rotating Saturdays.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, and banking solutions).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to appropriate internal partners based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or branch clientele.
• Provide coaching to referral partners on client needs and product solutions.

Job description

Bank of America is seeking a financial professional in Massachusetts to deliver comprehensive advice and customized solutions helping clients meet their financial goals. You will triage leads, refer to business partners, and meet clients to review goals, build plans, and recommend brokerage products.

Licenses must be current; SAFE Act registration is required. The role emphasizes relationship building, effective communication, and adherence to regulatory due diligence while working within a