Financial Solutions Advisor - Northern MA Market

Bank of America – Financial Advisor

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The position requires SAFE Act registration; employees must register and maintain compliance, with failure to do so resulting in disciplinary action up to termination.

• Work with clients to plan short‑and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial‑center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

• Currently holds Series 7 and 66 (or Series 63/65 in lieu of 66) licenses; if you do not currently hold 66 but have 63 or 65, a condition to obtain missing series within 60 days will apply.
• At least one year experience in the investments industry with in‑depth knowledge of investment products and services.
• At least one year experience in the financial services or sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment.
• Loves to learn, adapts to new information, and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience in the financial services or sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained the necessary insurance licenses.

• Monday – Friday and rotating Saturdays.
• 1st shift (United States).

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Pay range: $65,000 – $80,000 annualized salary, offers to be determined based on experience, education and skill set.

Locations:
Acton, Bedford, Burlington, Chelmsford, Peabody, Reading, Saugus, Winchester, Woburn

This role is currently benefits eligible. 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.

Formulaic incentive eligible:
Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.