Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized solutions to clients .

Posted 9/17/2026full-timeLatham • New York • United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing tailored financial advice and solutions, with a strong focus on client engagement and investment strategy development. Holds necessary licenses and certifications to ensure compliance and effective risk management in financial services.

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 AnalysisInvestment Strategy DevelopmentRisk MitigationSales ExperienceBrokerage Products Knowledge

Soft Skills

Client EngagementCoachingMultitaskingCommunication

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFP DesignationCRPC DesignationInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentSAFE Act RegistrationClient Referrals

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients
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, 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
Apply and expand knowledge through required licenses and trainings

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 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
Must be able to work Monday through Friday and rotating Saturdays
Must complete required licenses and trainings
SAFE Act registration required for residential mortgage loan originations
Required SAFE Act background check
High School Diploma / GED / Secondary School or equivalent
Strong computer skills with ability to multitask in a demanding environment (desired)
Three or more years of financial services and/or sales experience (desired)
CFP and/or CRPC designation (desired)
Insurance licenses (desired)

Benefits

Comp & perks

Formulaic incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees’ physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits
Opportunities to learn, grow, and build a career