Financial Solutions Advisor

Bank of America

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

Posted 10/19/2026full-timeMedford • New York • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and client relationship management, with a strong focus on risk mitigation and compliance with the SAFE Act. Proficient in recommending tailored banking and investment strategies to meet diverse client needs.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementSAFE Act RegistrationFINRA Securities Industry Essentials (SIE)Time Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment Strategy DevelopmentRisk MitigationBrokerage Products KnowledgeBanking Solutions Expertise

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act RegistrationFINRA Securities Industry Essentials (SIE)

Industry Keywords

Financial ServicesClient Needs AssessmentTime ManagementSales ExperienceFinancial Center Operations

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help them achieve financial goals
Build financial plans using brokerage products, banking solutions, and money management solutions
Recommend banking and investment strategies aligned with client goals and needs
Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds
Meet with clients to review financial and investment goals and recommend products
Mitigate and control risk as part of 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
Train at one financial center and potentially begin in a phone-based capacity until another financial center location is determined within reasonable commuting distance

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, assessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
SAFE Act registration and required SAFE Act background check
Ability to complete required licenses and trainings
FINRA Securities Industry Essentials (SIE) currently held (desired)
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired)

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Training and career development opportunities
Affordable, competitive and flexible benefits
Physical, emotional, and financial wellness support