Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 11/12/2026full-timeEnglewood • New Jersey • United StatesJunior💰 $65,000 - $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 customized financial solutions and advice, with a strong focus on building financial plans using various brokerage products. Holds necessary licenses and possesses in-depth knowledge of investment products and services, while effectively managing client relationships and navigating regulatory requirements.

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 StrategiesRisk MitigationRegulatory Due DiligenceBrokerage Products

Soft Skills

Effective CommunicationCollaboration SkillsGoal SettingAdaptabilityTime Management

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentClient EngagementReferral Management

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, and banking and money managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners
Mitigate and control risk in daily activities
Work Monday through Friday and rotating Saturdays
Work 40 hours per week

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66); if missing Series 66 but holding Series 63 or 65, must pass the missing series within 60 days of offer
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 registry registration, background check, and maintaining good standing
High School Diploma / GED / Secondary School or equivalent
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Effective collaboration skills
Effective and confident communication skills
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Adaptability and willingness to learn
Efficient time and capacity management
Thorough regulatory due diligence in daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment
Desired: at least three years’ experience in financial services and/or sales
Desired: CFP and/or CRPC professional designation
Desired: 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
Inclusive workplace
Support for physical, emotional, and financial wellness
Recognition and performance rewards
In-office flexibility based on role-specific considerations