Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 11/12/2026full-timeNew York City • New York • United StatesJunior💰 $65,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in providing customized financial solutions and investment strategies while maintaining compliance with regulatory requirements. Proven ability to build strong client relationships and effectively manage financial goals in a fast-paced environment.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceSAFE Act Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationClient Needs AssessmentBrokerage Products Knowledge

Soft Skills

Effective CommunicationRelationship BuildingGoal SettingCollaborationTime Management

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseSAFE Act Registration

Industry Keywords

Financial SolutionsInvestment GoalsClient EngagementSales EnvironmentRegulatory Compliance

About the role

Key responsibilities & impact

Provide comprehensive advice and customized financial solutions to clients
Triage client leads and requests
Make referrals to internal business and service partners 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
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
Complete required licenses and trainings
Maintain SAFE Act registration and good standing

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66
If holding Series 63 or 65 but not Series 66, must obtain a passing score for the missing series within 60 days of 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 services industry and/or a sales environment where goals were met or exceeded
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required background check for residential loan mortgage originations
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication skills
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Ability to learn, adapt to new information, and identify solutions for clients
Efficient time and capacity management
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask
Monday–Friday availability and rotating Saturdays

Benefits

Comp & perks

Formulaic incentive plan eligibility
Monthly, quarterly and/or annual incentive opportunities
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 culture with role-specific flexibility