Financial Solutions Advisor Registration Candidate - Boston West Market
Bank of America
Jamaica Plain, MA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with some flexibility based on role-specific considerations.
Client relationship cultivation
Financial goal planning
Risk mitigation activities
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Boston West Market, located in Jamaica Plain, MA. This role involves providing tailored financial advice to clients and requires the candidate to obtain specific industry licenses while working in a collaborative, client-focused environment
Job Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies.
Employees must be willing to obtain required industry licenses and complete training, including SAFE Act registration for mortgage loan originations.
The position offers a base salary with benefits eligibility, paid time off, and opportunities for career growth within an inclusive workplace culture.
Matching Summary
Match Score: 75
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Boston West Market, located in Jamaica Plain, MA. This role involves providing tailored financial advice to clients and requires the candidate to obtain specific industry licenses while working in a collaborative, client-focused environment.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Client relationship cultivation
Financial goal planning
Risk mitigation activities
Prospecting new clients
Nice-to-have
Self-disciplined time management
Strong peer collaboration skills
Results-driven mindset
Adaptability to new technology
Key Requirements
Aptitude for obtaining industry licenses
High School Diploma or GED
SAFE Act background check clearance
One year of financial services experience (desired)