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 providing tailored financial advice and solutions, with a strong focus on client relationship management and risk mitigation. Proficient in utilizing brokerage products and strategies to align with client financial goals while maintaining compliance with industry regulations.

Highest-signal resume keywords

Client Relationship ManagementFinancial PlanningRisk MitigationFINRA Securities Industry Essentials (SIE)SAFE Act Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBrokerage ProductsInvestment StrategiesRisk MitigationClient Needs Assessment

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)SAFE Act Registration

Industry Keywords

Financial ServicesInvestment GoalsClient LeadsAsset ThresholdsMutual FundsAnnuitiesBanking SolutionsSales Experience

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 business partners and internal service providers 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, including 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
Work Monday–Friday with rotating Saturdays

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 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
Minimum education: High School Diploma / GED / Secondary School or equivalent
Must complete required licenses and trainings
SAFE Act registration and required SAFE Act background check
Must register with the federal registry system and remain in good standing if engaged in residential mortgage loan originations
Currently holds FINRA Securities Industry Essentials (SIE) is desired
Bachelor’s degree and/or a 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
Base salary compensation
Benefits eligibility