Hiring: Financial Solutions Advisor - Western MA Market Company: Bank of America Location: North Attleboro, MA Job Posted Time: 2026-09-03 11:35:22 Target Skills & Keywords : CFP, Risk Management, Series 7 About the job Required Skills: •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 and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. •At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! •Works with clients to plan their 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 •Recommends banking and investments strategies that align with client financial goals and needs •Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds •Mitigates and controls risk as part of daily activities •Identifies and engages potential new clients through referrals or financial center clientele Qualifications: •Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days •Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services •Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded •Sets and accomplishes goals, achieving whatever one sets their 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 •Likes to learn, adapts to new information and seeks the right solutions for clients •Efficiently manages time and capacity •Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Compensation: •$70,000 - $80,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!