Financial Solutions Advisor

Bank of America

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

Posted 11/12/2026full-timeEnglewood • New Jersey • United StatesJunior💰 $65,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and investment strategies, leveraging strong relationship-building and communication skills to achieve client financial goals. Holds necessary licenses and certifications while effectively managing risk and compliance 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

Investment StrategiesFinancial AnalysisRisk MitigationGoal SettingTime Management

Soft Skills

Effective CommunicationCollaborationRelationship BuildingAdaptabilityMultitasking

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustryBrokerage ProductsClient SolutionsRegulatory Compliance

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to help clients achieve financial goals
Triage client leads and requests
Make referrals to appropriate business partners and internal service providers based on client 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
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners
Mitigate and control risk in daily activities
Complete required licenses and trainings
Work Monday through Friday and rotating Saturdays

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses, or Series 7 plus Series 63 and 65 in lieu of Series 66
If currently holding Series 63 or 65 without Series 66, must obtain a passing score for the missing series within 60 days after an offer
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
At least one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded
Strong goal-setting and achievement ability
Ability to build and nurture strong relationships
Effective collaboration skills
Effective and confident communication skills; comfortable engaging all clients
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn, adapt to new information, and seek appropriate client solutions
Efficient time and capacity management
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration, background check, and registration process required
Strong computer skills and ability to multitask in a demanding environment
CFP and/or CRPC designation is desired
Insurance licenses are desired

Benefits

Comp & perks

Formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Physical, emotional, and financial wellness support
Recognition and performance rewards
Inclusive workplace