Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 10/21/2026full-timeFlushing • New York • United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing customized financial solutions and investment strategies, leveraging strong knowledge of brokerage products and compliance with regulatory requirements. Proven ability to build client relationships and achieve sales goals in a fast-paced financial services 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

Financial SolutionsInvestment StrategiesRisk MitigationBrokerage ProductsSales ExperienceClient Lead TriageMultitaskingFinancial PlanningInvestment TrainingGoal Achievement

Soft Skills

CoachingFeedback ProvisionCommunicationClient EngagementAdaptability

Tools & Technologies

Financial SoftwareBrokerage PlatformsCRM Systems

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestments IndustrySAFE Act ComplianceClient ReferralsFinancial Center Clientele

About the role

Key responsibilities & impact

Provide comprehensive advice and customized financial solutions to clients
Triage client leads and refer clients to business partners based on 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
Apply and expand knowledge by completing required licenses and trainings

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 licenses in lieu of Series 66
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Must be able to work Monday through Friday and rotating Saturdays
High School Diploma / GED / Secondary School or equivalent
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
Strong computer skills and ability to multitask in a demanding environment
Additional professional designations such as CFP and/or CRPC are desired
Insurance licenses are desired

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support for employees
Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities based on performance