
The Financial Solutions Advisor role at Bank of America supports clients in the Pioneer Valley Market by delivering comprehensive financial advice and customized investment strategies. Key responsibilities include building detailed financial plans using brokerage products, triaging client leads to connect them with appropriate internal partners, and identifying new business opportunities through referrals. The position requires maintaining Series 7 and 66 licenses and adhering to SAFE Act registration standards. This opportunity appeals to professionals seeking a career with significant growth potential within an inclusive culture that prioritizes responsible growth and employee wellness. The role operates on a hybrid schedule with specific in-office requirements and includes rotating Saturday shifts to accommodate client needs.









