Bank of America
Financial Solutions Advisor Registration Candidate - Boston West Market
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Senior Financial Advisor Role
Location(s): Bank of America | MA, US - Jamaica Plain | 677 Centre St (MA6204) | Newton | 303 Walnut St - Newtonville (MA6106)
About the Role
At Bank of America, we are rooted in a common purpose: to help people achieve better financial lives through meaningful connections. We drive Responsible Growth through: ✔ Client success – By designing custom solutions aligned with individuals’ goals. ✔ Diversified growth – Guiding integrity-first investing across asset classes. ✔ Inclusive culture – Embracing diverse talents, experiences, and backgrounds while fostering resilience and innovation. ✔ Sustainable wellness – Supporting employees’ physical, emotional, and financial prosperity with equitable benefits and career development pathways.
This role operates within an in-office culture that prioritizes collaboration, mentorship, and team-driven problem-solving, while providing job-specific flexibility.
As a Financial Advisor, you’ll advise clients on tailored strategies for wealth accumulation, risk mitigation, and multi-generational planning—whether through investment products, banking solutions, or mortgage services. Success in this role hinges on meeting client needs شاء Adherence to compliance standards, including SAFE Act obligations for mortgage origination.
Join a team dedicated to guiding meaningful growth—for anyone—every day.
Key Responsibilities
Client-First Problem-Solving:
- Partner with clients to define and execute short- or long-term financial goals by designing investment portfolios (stocks, bonds, mutual funds, annuities, managed accounts).
- Recommend division-appropriate products (brokerage, I-Bank, mortgage) and educate clients on how they align with individual objectives.
- Build durable client relationships based on transparency, trust, and performance.
Operational Efficiency & Risk Management:
- Triage client inquiries, make internal referrals (based on needs/asset tiers), and balance portfolio management with new business acquisition.
- Monitor industry developments to enhance portfolio offerings and regulatory compliance.
- Conduct SAFE-compliant mortgage processing (where applicable) and ensure transactional integrity.
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Professional Growth & Adaptability:
- Freshen your Technological / Product Expertise continuously by completing formal trainings and earning required licenses (e.g., SIE).
Requirements
Minimum Qualifications
- Licensing-minded aptitude: Commitment to completing mandatory licenses & background checks (e.g., NMLS registration for mortgage duties).
- Self-management skills to juggle high-quanta tasks (clients, reporting, relationship-building).
- Verbal & written communication expertise to collaborate well with colleagues and clients.
- Adept at relationship-building and needs-analysis for financial solutions.
Customer First
- Results-driven approach to fast-paced environments.
- High client-focused empathy paired with analytical rigor.
Desired Qualifications
- FINRA Securities Industry Essentials (SIE) license or similar industry credentials.
- Plateau-informed: Bachelor’s degree or 1+ year of experience in financial planning, wealth management, or mortgage advisory.
- Portfolio administration profiling and tech adaptability skills (ERP tools, CRM) a plus.
Skills Proven
| Core Domain | Skills Applied |
|---|---|
| Service Focus | Client Experience Branding |
| Technical Proficiency | Pipeline Management |
| Industry Insight | Investment Advisory |
| Soft Skills | Business Acumen |
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Education & Compliance Requirements
Educational Minimum: High School diploma / GED (equivalent credentialing sufficient). Critical Compliance Note: SAFE Act Mortgage dispensing (where roles cover origination) requires: registr Declaration NMLS state/federal compliance and passage of illegal features background checks. Ongoing work is mandatory permission: improper compliance may result in consequences, including termination.
Work Commitments
Timeframe: Full-time (40 hrs/wk), 1st shift, in-person required. Mortgage Processing Rigor: New originating roles may involve dependent satellite check-ups outside work hours, subject to local office policy.
Compensation & Benefits Overview
- Base Salary: $28.85 to $33.65/hour (salaried, subject to base on experience/education lev À à strengths).
- Predictability: No performance-based earnings or remuneration structure.
- Benefits: Bank of America’s full benefit package offers ✔ Health/dental/vision plans ✔ Time off (e.g., PTO for performance and goals) ✔ Growth Support via training ✔ Well-being discounts and career framework programs
Diversity, Equity & Inclusion Initiatives
Bank of America’s model succeeds on embracing every background: careers seldom inject individual experience but source from continued learning and diverse perspectives. Opportunity, inclusion, and shared commitment build the culture we aspire.
Join the Success Parade
Applications open at: Bank of America Careers Page
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