Financial Solutions Advisor

Bank of America

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

Posted 10/23/2026full-timeProvidence • Rhode Island • 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 Series 7 and 66 licenses to provide tailored solutions for clients. Strong relationship-building and communication skills are essential for engaging clients and collaborating with referral partners.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationGoal SettingTime Management

Soft Skills

Effective CommunicationCollaborationAdaptabilityRelationship BuildingProblem Solving

Tools & Technologies

Brokerage ProductsFinancial Software

Certifications & Qualifications

SAFE Act RegistrationCFP DesignationCRPC Designation

Industry Keywords

Financial GoalsInvestment IndustrySales EnvironmentRegulatory ComplianceClient Engagement

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help achieve their 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
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
Apply and expand knowledge through required licenses and training
Complete SAFE Act registration and maintain good standing where applicable

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
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively with others
Effective and confident communication skills and comfort engaging all clients
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn, adapt to new information, and seek the right solutions for clients
Ability to efficiently manage time and capacity
Ability to incorporate relevant regulatory due diligence into daily activities and long-term strategies for clients
Must be able to work Monday through Friday and rotating Saturdays
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required SAFE Act background check
Strong computer skills and 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

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Paid time off
Resources and support for employees
Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities based on performance