Financial Solutions Advisor - Boston West Market
Bank of America ATM
Bank of America Overview 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 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! Job Summary This job is responsible for providing 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. SAFE Act registration requirements apply. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain registration may result in disciplinary action up to and including termination. Responsibilities 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 investment 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. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Required Qualifications Currently holds Series 7 & 66 (63 & 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. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Has at least one year experience working in the financial service industry and/or a 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. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients. Desired Qualifications Strong computer skills with an ability to multitask in a demanding environment. At least three years’ experience working in the financial service industry and/or a 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 your insurance licenses. Skills Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Schedule Monday – Fridays and rotating Saturdays Shift 1st shift (United States of America) Hours Per Week 40 Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Legal Notice 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. #J-18808-Ljbffr Bank of America
- ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts; Waltham, Massachusetts; Waltham, Massachusetts; Watertown, Massachusetts; Chestnut Hill, Massachusetts; Belmont, Massachusetts...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$65k - $80k
...role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to the SAFE Act registration... ...criminal penalties and civil liability. Locations Boston - 100 Federal St, MA Boston - 440 Boylston St, MA (...SuggestedTemporary workMonday to Friday- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedTemporary workWork at officeFlexible hoursShift workDay shift
$65k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...SuggestedTemporary workWork at officeMonday to Friday- ...position offers the opportunity to help clients achieve their financial goals in a supportive, in‑office environment. Key Responsibilities... ...including stocks, bonds, mutual funds, annuities, and banking solutions. Recommend banking and investment strategies that align with...Temporary workWork at officeMonday to FridayShift workDay shift
- ...hiring a Relationship Banker for the Quincy - Newton Market location. The role focuses on engaging clients in... ...building strong client relationships, and identifying financial needs to connect clients to suitable solutions while ensuring compliance with laws and bank...
- ...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... .... Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque... ...on referrals Deliver customized solutions and the full resources of Bank of...Work at officeShift workDay shift
$59k - $98.3k
...Financial Advisor Opportunity This is an exciting opportunity for the... ...referrals to deliver financial solutions and retirement goals of the... ...Referenced Salary Location Boston, Massachusetts Working... ...will vary depending on local market conditions, geography and relevant...Temporary workLocal areaFlexible hours- ...that are generated from our marketing activities, which include workshops... ...yourself, and providing financial planning and expertise, then... ...expanding and seeking to add an Advisor to our Team! We market in... ...weekdays to our other Greater Boston area neighborhood offices to...Work at officeWeekday work
$300k
...Job Description Description: We are hiring licensed Financial Advisors in all North East markets! About Us: At Retirement Income Source SFG ,... ...now to become part of Retirement Income Source SFG in Boston and other NE metro markets. Retirement Income Source...Local area- ...common purpose to help make financial lives better through the power... ...advice and valuable financial solutions to complex Global Commercial... ...point of contact or trusted advisor and acquiring, deepening, and... ...sales practices and broader market and industry conditions as needed...Work at officeFlexible hoursShift workDay shift
$80k - $135k
...Restructuring Location: Boston, MA Position Type:... ...strategic, operational, and financial advice to private equity... ...wide range of industries and markets, including but not limited to... ...) Strategic Performance Solutions (SPS) Retail Performance...Full timeWork experience placementLocal area$120k - $185k
...Restructuring Location: Boston, MA Position... ..., operational, and financial advice to private... ...of industries and markets, including but not limited... ...Strategic Performance Solutions (SPS) Retail... ...trusted and reputable advisor Qualifications:...Full timeWork experience placementLocal area$260k - $390k
...group, structured finance subgroup. This position is open to our Boston, Los Angeles, and New York offices.... ...000 - $390,000 per year depending on the candidate’s geographic market location. The compensation offered for employment will also be dependent...Full timePart timeWork at officeRelocationRelocation package$170k - $300k
...98220918192Posted: 2026-07-24Location: Boston, Massachusetts, United StatesSalary: $17... ...comprehensive suite of services across over 100 markets globally, supporting significant product... ...client needs and develop innovative solutions to eliminate them at source, leveraging...Full timePart timeWork at officeLocal area$58.1k - $87k
...diversified portfolio of 5-star rated lifestyle solutions that positively impact people’s lives in... ...of bringing disruptive innovation to market and developing one consumer product... ...been invented yet, you’ll fit right in. Financial Analyst, Corporate FP&A Summary of the...Full timeTemporary workWork at officeLocal areaFlexible hours3 days per week$20 per hour
...Financial Advisor Boston, Massachusetts, United States About the Job Financial Advisor We are currently collaborating with a prestigious... ...investment portfolios, making informed decisions based on market trends, economic indicators, and client objectives....$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...to new information seeking the right solutions for clients Comfortable in your ability...Work at officeWork from homeHome officeFlexible hours$260k - $365k
...team and the work you can do at Lending + Financial Transactions.Who You AreYou have 3-5... ...including but not limited to the following: market data and ranges; an applicant's skills and... ...certain degrees, licensing, and certifications.Boston, MA annual salary range: $260,000 to $365...Part timeLocal areaFlexible hours$260k - $390k
...vary based on factors including but not limited to the following: market data and ranges; an applicant's skills and prior relevant... ...class year); and certain degrees, licensing, and certifications.Boston, MA annual salary range: $260,000 to $390,000Denver, CO annual salary...Part timeLocal areaFlexible hours- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes...Work at officeFlexible hoursShift workWeekend workDay shift
$260k - $390k
...Hogan Lovells Cadwalader's Boston office is seeking a highly motivated mid-level transactional tax associate to join its dynamic and growing... ...some of the most complex and high-profile transactions in the market.The expected base salary range for this role is $260,000 to $390...Full timePart timeWork at officeRelocation$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary...Work at office$61.88k - $105k
...Banco Santander SA is seeking an Associate Financial Advisor in Boston, MA. The successful candidate will help clients identify their financial needs and implement appropriate investment solutions. You will be responsible for achieving sales goals while maintaining compliance...$132.42k - $217.55k
...Resiliency frameworks for Financial Protection & Retirement Solutions (FPRS) and Client... ...), Guardian's Individual Markets lines of business. You will... ...will Act as a trusted advisor to FPRS and CSWM Leadership... ...Stamford CT; Bethlehem PA; Boston, MA or Pittsfield, MA. 2...Full timeH1bWork at officeWork from homeVisa sponsorshipWork visaFlexible hours$202k - $303k
...The Senior Advisor: Market Regulation and Regulatory Service Agreement (RSA), serves as a strategic regulatory advisor and subject matter... ...interpretation, and cross-functional collaboration in complex financial services organizationsExperience representing organizational...Full timeContract workTemporary workPart timeWork at officeLocal areaImmediate start$36k - $150k
...opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with a community? Do you have a... ...applicable, are applied to changing economic conditions and market shifts Expanding a business practice by use of effective...Permanent employmentWork at officeShift work
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