Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 11/12/2026full-timeNew York City • New York • United StatesJunior💰 $65,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing customized financial solutions and investment strategies, leveraging strong relationship-building and communication skills to meet client goals. Holds necessary licenses and training to navigate regulatory requirements and mitigate risks effectively.

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

Financial SolutionsInvestment StrategiesBrokerage ProductsRisk MitigationGoal Setting

Soft Skills

Effective CommunicationRelationship BuildingCollaborationTime ManagementAdaptability

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentRegulatory ComplianceClient Engagement

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 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
Recommend brokerage products
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 training
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 missing 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 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 federal registration, background check, and maintaining good standing
High School Diploma / GED / Secondary School or equivalent
Strong computer skills and ability to multitask in a demanding environment
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
Ability to learn, adapt to new information, and identify appropriate client solutions
Efficient time and capacity management
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Preferred: at least three years’ experience in financial services and/or sales
Preferred: additional professional designations such as CFP and/or CRPC
Preferred: insurance licenses

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