Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing customized financial solutions at Bank of America. Engaging with clients to meet financial goals through comprehensive advice and product recommendations.

Posted 4/16/2026full-timeCatonsville • Maryland • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients
Triage client leads and make referrals to business partners
Meet with clients to review financial and investment goals
Apply and expand knowledge by completing required licenses and training

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Self-disciplined in managing time and capacity
Experience in cultivating client relationships
Successful communication and collaboration skills
Results-driven mindset in complex environments
Ability to execute multiple tasks simultaneously
Learn and adapt to new technology or applications

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support to make a genuine impact
Contribute to the sustainable growth of our business and communities

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

self-disciplineclient relationship cultivationcommunication skillscollaboration skillsresults-driven mindsettime managementcapacity managementmultitaskingadaptabilitylearning agility

Certifications

industry licenses