Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized solutions to clients to help achieve financial goals .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Holds necessary licenses and certifications to provide tailored financial solutions and mitigate risks effectively.

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 PlanningInvestment StrategiesRisk MitigationBrokerage ProductsClient Needs AssessmentGoal SettingRegulatory ComplianceSales ExperienceTime ManagementMultitasking

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityGoal Accomplishment

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestment IndustryBrokerage ProductsAnnuitiesMutual FundsStocksBondsSAFE ActClient EngagementSales Environment

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help achieve financial goals
Triage client leads and requests
Make referrals to business partners and internal service providers 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
Recommend brokerage products
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
Work Monday through Friday and rotating Saturdays

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66); if missing Series 66 but holding Series 63 or 65, must pass 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 registration process required
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively with others
Effective and confident communication skills; comfortable engaging all clients
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Ability to learn, adapt to new information, and seek appropriate client solutions
Efficient time and capacity management
Thorough and thoughtful incorporation of relevant regulatory due diligence into daily activities and long-term strategies
Strong computer skills and ability to multitask in a demanding environment (desired)
Three years of financial service industry and/or sales-environment experience (desired)
CFP and/or CRPC designation (desired)
Insurance licenses (desired)

Benefits

Comp & perks

Formulaic incentive plan eligibility
Monthly, quarterly and/or annual incentive opportunities based on performance
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations