Financial Solutions Advisor

Bank of America

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

Posted 10/2/2026full-timeForest Hills • New York • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and client relationship management, with a strong focus on achieving client financial goals through customized solutions and effective communication. Proficient in managing mortgage loan originations in compliance with SAFE Act requirements.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementMortgage Loan OriginationsSAFE Act ComplianceInvestment Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment ProductsRisk MitigationBrokerage ProductsTime Management

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act RegistrationIndustry Licenses

Industry Keywords

Financial GoalsClient NeedsAsset ThresholdsResidential MortgageMutual Funds

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 such as 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 in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Complete required licenses and trainings
Manage residential mortgage loan originations subject to SAFE Act requirements

Requirements

What you’ll need

Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
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 client's interest 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 for residential mortgage loan originations

Benefits

Comp & perks

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