Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 11/12/2026full-timeEast Brunswick • New Jersey • United StatesJunior💰 $65,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing customized financial solutions and investment strategies while effectively managing client relationships and regulatory compliance. Proficient in utilizing brokerage products and navigating the financial services landscape to achieve client goals.

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

Financial SolutionsInvestment StrategiesBrokerage ProductsRisk MitigationGoal SettingRegulatory ComplianceTime ManagementSales ExperienceFinancial AnalysisMultitasking

Soft Skills

Effective CommunicationCollaborationRelationship BuildingAdaptabilityProblem Solving

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustryClient EngagementSales EnvironmentFinancial Planning

About the role

Key responsibilities & impact

Provide comprehensive advice and customized financial solutions to clients
Triage client leads and requests
Make referrals to internal 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, banking, and money-managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners
Mitigate and control risk in daily activities
Complete required licenses and training
Work Monday through Friday with rotating Saturdays

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66); candidates with Series 63 or 65 may obtain the missing series within 60 days of an offer
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
At least one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration, background check, and ongoing good standing required
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Effective collaboration and communication skills
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Ability to learn, adapt to new information, and identify solutions for clients
Efficient time and capacity management
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment
Preferred: at least three years’ experience in financial services and/or sales
Preferred: CFP and/or CRPC designation
Preferred: insurance licenses

Benefits

Comp & perks

Formulaic incentive plan eligibility
Monthly, quarterly, and/or annual incentive opportunities based on performance
Industry-leading benefits
Paid time off
Resources and support for employee physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Inclusive workplace