Financial Solutions Advisor

Bank of America

. Provide comprehensive financial advice and customized solutions to clients .

Posted 10/21/2026full-timeEast Meadow • New York • United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in providing comprehensive financial advice and customized solutions, with a strong focus on client engagement and investment strategies. Holds necessary licenses and certifications while ensuring compliance with regulatory standards.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AdviceInvestment StrategiesRisk MitigationBrokerage ProductsFinancial Planning

Soft Skills

CoachingMultitaskingClient EngagementCommunication

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentRegulatory ComplianceSAFE Act

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized 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
Identify and engage potential new clients through referrals and financial center clientele
Provide coaching and feedback to referral partners
Mitigate and control risk in daily activities
Complete required licenses and training
Incorporate regulatory due diligence into client strategies and daily activities

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 licenses in lieu of Series 66
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Must be able to work Monday through Friday and rotating Saturdays
High School Diploma / GED / Secondary School or equivalent
Must register with the federal registry system and remain in good standing under SAFE Act requirements
Must submit to the required SAFE Act background check
Strong computer skills and ability to multitask in a demanding environment
Three or more years of financial services and/or sales experience preferred
Additional professional designations such as CFP and/or CRPC preferred
Insurance licenses preferred

Benefits

Comp & perks

Formulaic incentive plan eligibility
Industry-leading benefits
Paid time off
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact