Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized solutions to clients .

Posted 10/21/2026full-timeRoslyn Heights • New York • United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and investment strategies, leveraging strong relationship-building skills to provide tailored solutions for clients. Holds necessary licenses and adheres to regulatory requirements while effectively managing client interactions and expectations.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesRisk MitigationFinancial AnalysisGoal SettingTime Management

Soft Skills

Effective CommunicationCollaborationAdaptabilityRelationship BuildingCoaching

Tools & Technologies

Brokerage ProductsFinancial Center Systems

Certifications & Qualifications

CFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustrySAFE Act ComplianceSales EnvironmentRegulatory Due Diligence

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients
Triage client leads and make referrals to business partners based on client needs and asset thresholds
Meet with clients to review financial and investment goals
Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money-managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners
Complete required licenses and trainings
Register with the federal registry system and maintain good standing under SAFE Act requirements
Submit to the required SAFE Act background check

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 licenses in lieu of Series 66
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
Incorporates relevant regulatory due diligence into daily activities and long-term strategies for clients
Must be able to work Monday through Friday and rotating Saturdays
Strong computer skills and ability to multitask in a demanding environment
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Desired: Three or more years of experience in financial services and/or sales
Desired: CFP and/or CRPC designation
Desired: Insurance licenses

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Formulaic incentive plan eligibility
Monthly, quarterly and/or annual incentive opportunities based on performance