Financial Solutions Advisor

Bank of America

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

Posted 11/5/2026full-timeWorcester • Massachusetts • 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, with a strong focus on client relationship management and regulatory compliance. Proficient in utilizing brokerage products to achieve client financial goals while effectively managing risk and multitasking in a fast-paced environment.

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 StrategiesBrokerage ProductsRisk MitigationClient Goal SettingRegulatory ComplianceSales ExperienceMultitaskingTime ManagementFinancial Analysis

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityGoal Orientation

Certifications & Qualifications

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

Industry Keywords

Financial ServicesInvestment IndustrySAFE Act ComplianceClient EngagementSales Environment

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to help clients achieve financial goals
Work with clients to plan short- and long-term financial goals by building financial plans with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed 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
Meet with clients to review financial and investment goals
Recommend brokerage products
Mitigate and control risk as part of daily activities
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners based on client needs and recommended potential product services
Complete required licenses and trainings
Comply with SAFE Act registration and background check requirements where applicable

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 in lieu of 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 computer skills with an ability to multitask in a demanding environment
Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded (desired)
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) (desired)
Obtained insurance licenses (desired)
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required SAFE Act background check
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively with others
Effective and confident communication skills and 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 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 strategies for clients

Benefits

Comp & perks

Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities
Benefits eligibility
Paid time off
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact