Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing comprehensive financing advice and customized solutions to achieve financial goals for clients. Engaging and triaging client leads with a focus on responsible growth and well-being.

Posted 4/15/2026full-timeMadison • Wisconsin • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, assessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications

Benefits

Comp & perks

Competitive benefits
Health insurance
Wellness programs
Paid time off

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 & Tools

financial planninginvestment strategiesrisk mitigationclient assessmentbrokerage productsstocksbondsmutual fundsannuitiesbanking solutions

Soft Skills

self-disciplineclient relationship cultivationeffective communicationcollaborationresults-driven mindsettime managementadaptabilitymultitaskingprioritizationengagement

Certifications

industry licenses