Financial Solutions Advisor

Bank of America

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

Posted 11/12/2026full-timeAbsecon • New Jersey • 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 financial planning and investment strategies, leveraging strong relationship-building and communication skills to meet client goals. Holds necessary licenses and adheres to regulatory requirements while effectively managing client interactions and referrals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Products KnowledgeFinancial Services ExperienceGoal Achievement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationBrokerage ProductsClient Needs AssessmentRegulatory ComplianceSales ExperienceGoal SettingTime ManagementComplexity Navigation

Soft Skills

Relationship BuildingEffective CommunicationCollaborationAdaptabilityCoaching

Certifications & Qualifications

Series 63 LicenseSeries 65 License

Industry Keywords

Financial GoalsClient EngagementInvestment TrainingReferral ManagementSAFE Act Compliance

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help them achieve financial goals
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
Provide coaching and feedback to referral partners
Mitigate and control risk in daily activities
Work Monday through Friday and rotating Saturdays

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
If lacking Series 66 but holding Series 63 or 65, must pass the missing series within 60 days as a condition of the 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 service industry and/or a sales environment where goals were met or exceeded
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, including federal registry registration, background check, and maintaining good standing
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication skills; comfortable engaging all clients
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn and adapt to new information
Efficient time and capacity management
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Formulaic incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn and grow
Physical, emotional, and financial wellness support
Recognition and rewards for performance
Inclusive workplace