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Financial Solutions Advisor
Bank of America. Providing comprehensive advice and customized solutions to clients .
Posted 5/8/2026full-timeBrooklyn • New York • 🇺🇸 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 to business partners
- Meet with clients to review financial and investment goals
- Build financial plans and recommend brokerage products
Requirements
What you’ll need- Currently holds Series 7 & 66 licenses
- At least one year experience in the investments industry
- At least one year experience in the financial service industry or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Communicates effectively and confidently
- Efficiently manages time and capacity
- Incorporates relevant regulatory due diligence into activities
Benefits
Comp & perks- Industry-leading benefits
- Access to paid time off
- Resources and support for employee impact and sustainable growth
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
sets and accomplishes goalsbuilds and nurtures relationshipscommunicates effectivelymanages time and capacity
Certifications
Series 7 licenseSeries 66 license