Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized solutions to clients to help them 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 and communication skills to meet client goals. Holds necessary licenses and adheres to regulatory requirements while managing client portfolios effectively.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Products KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationGoal SettingTime Management

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityGoal Accomplishment

Tools & Technologies

Brokerage ProductsFinancial Software

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentRegulatory ComplianceSAFE Act

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help them achieve financial goals
Triage client leads and requests
Make referrals to internal business and service 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
Coach and provide 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 63 & 65 in lieu of Series 66
If holding Series 63 or 65 instead of Series 66, must obtain a passing score for the missing series within 60 days of 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
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, including required background check and registration process
High School Diploma / GED / Secondary School or equivalent
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication skills
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn and adapt to new information
Ability to efficiently manage time and capacity
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment (desired)
At least three years of financial services and/or sales experience (desired)
CFP and/or CRPC designation (desired)
Insurance licenses (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
Support for physical, emotional, and financial wellness
Recognition and performance rewards