Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized solutions to clients to help them 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, leveraging strong relationship-building skills to provide tailored solutions that align with client goals. Holds necessary licenses and maintains compliance with regulatory requirements while effectively managing client interactions in a fast-paced environment.

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

Investment StrategiesFinancial PlanningRisk MitigationBrokerage ProductsSales ExperienceRegulatory ComplianceTime ManagementGoal SettingMultitaskingClient Engagement

Soft Skills

Effective CommunicationCollaborationAdaptabilityRelationship BuildingCoaching

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestment IndustryClient GoalsFinancial ProductsSAFE 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 appropriate business partners and 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, 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
Coach and provide feedback to referral partners based on client needs and recommended product services
Work Monday through Friday with rotating Saturdays

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66
If Series 66 is not currently held but either Series 63 or 65 is held, must obtain a passing score for 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
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment
Willingness to learn, adapt to new information, and seek the right solutions for clients
Efficiently manages time and capacity
Incorporates relevant regulatory due diligence into daily activities and long-term strategies for clients
Minimum education: High School Diploma / GED / Secondary School or equivalent
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, including required background check and registration process; must remain in good standing
Strong computer skills and ability to multitask in a demanding environment (desired)
At least three years of financial service industry and/or sales experience (desired)
Additional professional designations such as CFP and/or CRPC (desired)
Insurance licenses (desired)

Benefits

Comp & perks

Formulaic incentive plan eligibility with monthly, quarterly and/or annual incentive opportunities
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Employee wellness support, including physical, emotional, and financial wellness resources
Recognition and rewards for performance
Inclusive workplace