Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing comprehensive advice and custom solutions to help clients achieve financial goals. Responsible for triaging leads, referrals, and recommendations for products and services.

Posted 4/21/2026full-timeEast Windsor • New Jersey • 🇺🇸 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 trainings
Responsible for the provision of residential mortgage loans

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Self-disciplined in managing time and capacity
Experience in cultivating client relationships and assessing needs
Success creating strong peer relationships through effective communication
Demonstrates a results-driven mindset in complex, fast-paced environments
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications

Benefits

Comp & perks

Currently benefits eligible
Access to paid time off
Resources and support to employees

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

self-disciplineclient relationship cultivationneeds assessmenteffective communicationresults-driven mindsettime managementtask executionadaptability to new technology

Certifications

industry licenses