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Financial Solutions Advisor
Bank of America. Provide comprehensive advice and customized solutions to clients to help achieve financial goals .
Posted 9/21/2026full-timeWilton • Connecticut • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and client relationship management, with a strong focus on achieving client financial goals through customized solutions and effective communication. Proficient in navigating regulatory requirements, including SAFE Act registration, while maintaining a results-driven approach in a fast-paced environment.
Highest-signal resume keywords
Financial PlanningClient Relationship ManagementSAFE Act RegistrationInvestment StrategiesTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisInvestment ProductsRisk MitigationBrokerage ProductsClient Needs Assessment
Soft Skills
Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability
Certifications & Qualifications
FINRA Securities Industry Essentials (SIE)SAFE Act Registration
Industry Keywords
Financial ServicesClient LeadsMutual FundsStocksBonds
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 during daily activities
- Identify and engage potential new clients through referrals or financial center clientele
- Complete required licenses and trainings
- Register with the federal registry system and remain in good standing under SAFE Act requirements
Requirements
What you’ll need- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience cultivating client relationships, assessing needs, and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Results-driven mindset while prioritizing client interests 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 obtain and maintain SAFE Act registration
- High School Diploma / GED / Secondary School or equivalent
- 40 hours per week
- Currently holds FINRA Securities Industry Essentials (SIE) (desired)
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience (desired)
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Paid time off
- Resources and support for employees
- Benefits eligibility