Financial Solutions Advisor

Bank of America

. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Posted 5/7/2026full-timeNew York City • New York • 🇺🇸 United StatesJunior💰 $65,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Job expectations include applying and expanding knowledge by completing required licenses and trainings.
Mitigates and controls risk as part of daily activities.
Identifies and engages potential new clients through referrals or financial center clientele.
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Professional development opportunities
Formulaic incentive plan

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment productsbrokerage productsrisk managementclient lead triaginggoal settingsales experienceregulatory due diligencecoachingreferral management

Soft Skills

relationship buildingcollaborationeffective communicationgoal accomplishmentadaptabilitytime managementproblem solvingthoroughnessthoughtfulnessclient engagement

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license