Financial Solutions Advisor

Bank of America

. Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money management solutions .

Posted 11/9/2026full-timeBedford • Massachusetts • United StatesJunior💰 $65,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Proficient in navigating complex financial products and achieving sales goals in a fast-paced environment.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesBrokerage ProductsRisk MitigationRegulatory Compliance

Soft Skills

Goal-SettingEffective CommunicationCollaborationTime ManagementAdaptability

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseCFP DesignationCRPC Designation

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentSAFE Act ComplianceClient Engagement

About the role

Key responsibilities & impact

Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money management solutions
Recommend banking and investment strategies aligned with client financial goals and needs
Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds
Mitigate and control risk during daily activities
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners based on client needs and recommended product services
Meet with clients to review financial and investment goals
Recommend brokerage products
Complete required licenses and training
Register with the federal registry system and maintain good standing under SAFE Act requirements
Submit to the required SAFE Act background check when engaged in residential mortgage loan originations

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 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
Must be able to work Monday through Friday and rotating Saturdays
Strong goal-setting and achievement abilities
Ability to build and nurture strong relationships
Effective collaboration skills
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, 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 client strategies
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Desired: strong computer skills and ability to multitask in a demanding environment
Desired: three or more years of experience in financial services and/or a sales environment
Desired: CFP and/or CRPC designation
Desired: insurance licenses

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Formulaic incentive plan eligibility
Monthly, quarterly and/or annual incentive opportunities based on performance
Benefits eligibility
Paid time off
Resources and support for employees