Financial Solutions Advisor Registration Candidate - Boston Market

Bank of America

Boston, Massachusetts, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial planning and goal setting
Risk mitigation and control
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • 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.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and goal setting
  • Risk mitigation and control
  • Client needs assessment
  • Results-driven mindset

Nice-to-have

  • Inclusive workplace culture
  • Continuous learning and adaptation
  • Peer relationship building
  • Executive presence

Key Requirements

  • Aptitude in obtaining required licenses
  • SAFE Act registration requirements
  • High School Diploma / GED / Secondary School or equivalent
  • FINRA Securities Industry Essentials (SIE) certification
  • Bachelor’s degree and/or minimum one year financial services/sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter