Financial Solutions Advisor

Bank of America

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

Posted 11/5/2026full-timeSouth Portland • Maine • 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 ability to build client relationships and provide tailored solutions. Holds necessary licenses and possesses a solid understanding of regulatory compliance and risk management.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment Strategy DevelopmentRisk MitigationGoal SettingTime Management

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityProblem Solving

Tools & Technologies

Brokerage ProductsFinancial Software

Certifications & Qualifications

Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentRegulatory ComplianceClient Solutions

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help achieve financial goals
Triage client leads and requests
Make referrals to appropriate internal service providers 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, 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
Work Monday through Friday and rotating Saturdays

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 without Series 66, must obtain a passing score for the missing series within 60 days as a condition 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 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; comfort 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 appropriate client solutions
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
Strong computer skills and ability to multitask in a demanding environment (desired)
At least three years’ experience in the financial service industry and/or a sales environment where goals were met or exceeded (desired)
Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) (desired)
Insurance licenses (desired)
Subject to SAFE Act registration requirements, including required background check and registration process

Benefits

Comp & perks

Formulaic incentive plan eligibility
Monthly, quarterly and/or annual incentive opportunities based on performance
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Inclusive workplace commitment
Support for physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations