Financial Solutions Advisor

Bank of America

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing tailored financial advice and solutions, with a strong focus on client relationship management and risk mitigation. Proficient in utilizing brokerage products and adhering to regulatory requirements, including SAFE Act compliance.

Highest-signal resume keywords

Client Relationship ManagementFinancial PlanningRisk MitigationSAFE Act ComplianceFINRA Securities Industry Essentials (SIE)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBrokerage ProductsInvestment StrategiesRisk MitigationClient Needs Assessment

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetTime Management

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)SAFE Act Background Check

Industry Keywords

Financial ServicesInvestment GoalsClient LeadsAsset ThresholdsBanking Solutions

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help achieve financial goals
Triage client leads and make referrals to business partners 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 management solutions
Recommend banking and investment strategies aligned with client goals and needs
Triage client requests and refer them to appropriate internal service providers
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Complete required licenses and training while applying and expanding knowledge

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Self-disciplined in managing time and capacity
Experience cultivating client relationships, assessing needs, and recommending solutions
Effective communication and collaboration skills for creating strong peer relationships
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
Ability to register with the federal registry system and remain in good standing under SAFE Act requirements
Required SAFE Act background check
High School Diploma / GED / Secondary School or equivalent
Monday–Friday schedule and rotating Saturdays
Currently holds FINRA Securities Industry Essentials (SIE) — desired qualification
Bachelor's degree and/or minimum of one year of financial services industry or sales experience — desired qualification

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Resources and support for employees
Benefits eligibility
Career opportunities to learn and grow