Financial Solutions Advisor

Bank of America

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

Posted 11/12/2026full-timeBordentown • New Jersey • United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing tailored financial advice and solutions, with a strong focus on investment products and client relationship management. Holds necessary licenses and possesses the ability to navigate regulatory requirements while achieving financial goals for clients.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementFinancial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationBrokerage ProductsSales ExperienceRegulatory ComplianceGoal SettingTime ManagementMultitaskingClient Engagement

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityCoaching

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestments IndustrySAFE Act ComplianceClient GoalsFinancial Center Clientele

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help achieve their financial goals
Triage client leads and requests
Make referrals to business 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
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners
Complete required licenses and trainings
Comply with SAFE Act registration and background-check requirements for residential mortgage loan originations

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or Series 63 and 65 in lieu of 66
If missing Series 66 but holding Series 63 or 65, must pass the missing series within 60 days as a condition of the offer
Minimum of one year of experience in the investments industry
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
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
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
Strong computer skills and ability to multitask in a demanding environment
Minimum of three years of experience in the financial service industry and/or a sales environment where goals were met or exceeded (desired)
Additional professional designations such as CFP and/or CRPC (desired)
Insurance licenses (desired)
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities
Paid time off
Resources and support for employees