Financial Solutions Advisor

Bank of America

. Build financial plans with brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money management solutions .

Posted 10/3/2026full-timeForest Hills • New York • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in building financial plans and recommending investment strategies tailored to client goals, while effectively managing client relationships and mitigating risks. Proficient in obtaining necessary industry licenses and adapting to new technologies in a fast-paced environment.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementInvestment Strategy RecommendationIndustry License AcquisitionRisk Mitigation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

StocksBondsMutual FundsAnnuitiesBanking SolutionsMoney ManagementFinancial AnalysisClient Needs AssessmentFinancial Goal ReviewCustomized Financial Solutions

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

SAFE Act Registration

Industry Keywords

Brokerage ProductsFinancial Center ClienteleRisk ControlClient ReferralsFinancial Solutions

About the role

Key responsibilities & impact

Build financial plans with brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money management solutions
Recommend banking and investment strategies aligned with client financial goals and needs
Triage client requests and refer them to appropriate internal service providers based on needs and asset thresholds
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Provide comprehensive advice and customized financial solutions
Meet with clients to review financial and investment goals and recommend products
Complete required licenses and trainings

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 clients' interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Minimum education: High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required SAFE Act background check
Ability to obtain required industry licenses
40 hours per week

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Benefits eligibility
Career development and learning opportunities