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Financial Solutions Advisor
Bank of America. Providing comprehensive advice and customized solutions to clients .
Posted 5/5/2026full-timeMinnetonka • Minnesota • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite
About the role
Key responsibilities & impact- Providing comprehensive advice and customized solutions to clients
- Triage client leads and make referrals based on needs
- Build financial plans and recommend brokerage products
Requirements
What you’ll need- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience in financial service industry and/or sales
Benefits
Comp & perks- Industry-leading benefits
- Access to paid time off
- Resources and support for employee wellness
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client advicecustomized solutionstriagereferralsfinancial planningrecommendation
Certifications
Series 7Series 66Series 63Series 65