Financial Solutions Advisor Registration Candidate - Boston Market

Bank of America

Boston, MA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship cultivation
Financial planning with brokerage products
Risk mitigation and control
This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration if involved in residential mortgage loan originations.
  • The role offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

This position 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: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Financial planning with brokerage products
  • Risk mitigation and control
  • Prospecting new clients
  • Referral management to partners

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 registration eligibility
  • One year financial services experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter