Financial Solutions Advisor

Bank of America

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

Posted 9/21/2026full-timeWilton • Connecticut • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and client relationship management, with a strong focus on achieving client financial goals through customized solutions and effective communication. Holds necessary licenses and maintains compliance with industry regulations, including SAFE Act registration.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementSAFE Act RegistrationFINRA Securities Industry Essentials (SIE)Risk Mitigation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategiesBrokerage ProductsTime ManagementSales Experience

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act RegistrationFINRA Securities Industry Essentials (SIE)

Industry Keywords

Financial ServicesClient Needs AssessmentRisk ControlInvestment GoalsLead Triage

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help achieve financial goals
Triage client leads and client 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 and recommend products
Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money management 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
Complete required licenses and trainings
Register with the federal registry system and maintain SAFE Act registration in good standing

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience cultivating client relationships, assessing needs, and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Results-driven mindset while prioritizing clients' interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
High school diploma, GED, secondary school, or equivalent
SAFE Act registration and required SAFE Act background check
Ability to complete required licenses and trainings
One year of financial services industry or sales experience is listed as a desired qualification
FINRA Securities Industry Essentials (SIE) is currently held as a desired qualification

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Resources and support to employees
Benefits eligibility