Financial Solutions Advisor

Bank of America

. Provide comprehensive financial advice and customized solutions to clients .

Posted 10/19/2026full-timeMedford • New York • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing financial advice and customized solutions, with a strong focus on client relationship management and risk mitigation. Proficient in utilizing brokerage products and banking solutions to align with client goals while maintaining compliance with industry regulations.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementRisk MitigationEffective CommunicationFINRA Securities Industry Essentials (SIE)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdviceBrokerage ProductsInvestment StrategiesRisk ControlClient Needs Assessment

Soft Skills

Self-DisciplineCollaborationResults-Driven MindsetTime ManagementAdaptability

Certifications & Qualifications

SAFE Act RegistrationIndustry Licenses

Industry Keywords

Financial ServicesStocksBondsMutual FundsAnnuities

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized solutions to clients
Build financial plans using brokerage products, including stocks, bonds, mutual funds, and annuities, plus banking and money management solutions
Recommend banking and investment strategies aligned with client 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 and recommend products
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Train at one financial center and potentially begin in a phone-based capacity until another financial center location is determined within reasonable commuting distance

Requirements

What you’ll need

High school diploma, GED, secondary school, or equivalent required
Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience cultivating client relationships, assessing needs, and recommending solutions
Effective communication and collaboration skills
Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
SAFE Act registration and required SAFE Act background check
Must register with the federal registry system and remain in good standing
Ability to complete required licenses and trainings
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience is desired
Currently holds FINRA Securities Industry Essentials (SIE) is desired

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and build a career
Physical, emotional, and financial wellness support