Financial Solutions Advisor

Bank of America

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

Posted 9/21/2026full-timeQueens • 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 risk mitigation and compliance with SAFE Act regulations. Proficient in recommending tailored banking and investment strategies to meet diverse client needs.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementSAFE Act RegistrationFINRA Securities Industry Essentials (SIE)Risk Mitigation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategyBrokerage ProductsRisk ManagementTime Management

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act RegistrationFINRA Securities Industry Essentials (SIE)

Industry Keywords

Financial ServicesClient Needs AssessmentInvestment GoalsAsset ThresholdsMutual 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 during daily activities
Identify and engage potential new clients through referrals or financial center clientele
Complete required licenses and trainings
Register with the federal registry system and submit to required SAFE Act background check for residential mortgage loan originations

Requirements

What you’ll need

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 clients' interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
High School Diploma / GED / Secondary School or equivalent
Monday–Friday schedule with rotating Saturdays
Ability to complete required licenses and trainings
SAFE Act registration and required SAFE Act background check
Must remain in good standing with SAFE Act registration
FINRA Securities Industry Essentials (SIE) currently held is desired
Bachelor's degree and/or minimum of one year of financial services industry or sales experience is desired

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office culture with role-specific flexibility