Financial Solutions Advisor

Bank of America

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

Posted 9/29/2026full-timeExton • Pennsylvania • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and client relationship management, with a strong focus on compliance with SAFE Act requirements and obtaining necessary industry licenses. Capable of providing tailored financial solutions and strategies to meet diverse client needs.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementSAFE Act ComplianceFINRA Securities Industry Essentials (SIE)Time Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategiesRisk MitigationBrokerage ProductsClient Needs Assessment

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)SAFE Act Registration

Industry Keywords

Financial ServicesClient LeadsInvestment GoalsMutual FundsAnnuities

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 business partners and internal service providers based on client needs and asset thresholds
Meet with clients to review financial and investment goals and recommend products
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 as part of daily activities
Identify and engage potential new clients through referrals or financial center clientele
Complete required licenses and trainings
Comply with SAFE Act registration and background-check requirements for residential mortgage loan origination

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, assessing needs, and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
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
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Currently holds FINRA Securities Industry Essentials (SIE) — desired qualification
Must complete required licenses and trainings
Must register with the federal registry system and remain in good standing under SAFE Act requirements
Must submit to the required SAFE Act background check
Must work 40 hours per week on 1st shift

Benefits

Comp & perks

Affordable, competitive, and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture supporting collaboration, engagement, and career development