Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 10/19/2026full-timeBronx • New York • United StatesJunior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in providing customized financial solutions and cultivating client relationships while effectively managing time and executing multiple tasks in a fast-paced environment. Proficient in assessing client needs and recommending appropriate banking and investment strategies.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementInvestment StrategiesTime ManagementSAFE Act Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsBrokerage ProductsRisk MitigationInvestment GoalsClient Needs Assessment

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetAdaptability

Certifications & Qualifications

Industry LicensesSAFE Act Registration

Industry Keywords

StocksBondsMutual FundsAnnuitiesBankingMoney-Managed Solutions

About the role

Key responsibilities & impact

Provide comprehensive advice and customized financial solutions to clients
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 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
Cultivate client relationships and assess client needs

Requirements

What you’ll need

Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
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
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
Monday–Friday schedule and rotating Saturdays
40 hours per week

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Resources and support for employees
Career opportunities to learn, grow, and make an impact