Financial Solutions Advisor

Bank of America

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and investment strategies, leveraging strong relationship-building skills to engage clients effectively. Holds necessary licenses and certifications while managing risk and regulatory 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 PlanningRisk MitigationRegulatory ComplianceMultitaskingGoal SettingTime ManagementSales ExperienceBrokerage ProductsClient Engagement

Soft Skills

Effective CommunicationCollaborationAdaptabilityRelationship BuildingCoaching

Certifications & Qualifications

CFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustryBrokerage ProductsClient GoalsSales EnvironmentSAFE Act ComplianceFinancial Center ClienteleDue DiligenceAsset ThresholdsReferral Management

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 internal business partners 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, 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 with rotating Saturdays

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
If lacking Series 66 but holding Series 63 or 65, must pass the missing series within 60 days
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 working in the financial service industry and/or a sales environment where goals were met or exceeded
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Willingness to learn, adapt to new information and seek solutions for clients
Efficient time and capacity management
Thoroughly incorporates relevant regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment
Preferred: at least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Desired: CFP and/or CRPC professional designation
Desired: insurance licenses
High School Diploma / GED / Secondary School or equivalent
Subject to SAFE Act registration requirements, including required background check and registration process

Benefits

Comp & perks

Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities based on performance
Benefits eligible
Paid time off
Resources and support to employees
Opportunities to learn, grow, and make an impact
Commitment to teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance