Financial Solutions Advisor

Bank of America

. Providing comprehensive advice and customized solutions to clients .

Posted 5/8/2026full-timeEnglewood • New Jersey • 🇺🇸 United StatesJunior💰 $65,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients
Triaging client leads and making referrals to business partners
Meeting with clients to review financial and investment goals
Building a financial plan and recommending brokerage products
Applying and expanding knowledge by completing required licenses and trainings

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
At least one year experience in the investments industry
At least one year experience working in the financial service industry and/or a sales environment
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently
Efficiently manages time and capacity
Is thorough in incorporating regulatory due diligence

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support to employees

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

sets and accomplishes goalsbuilds and nurtures relationshipscollaborates effectivelycommunicates effectivelymanages time and capacityincorporates regulatory due diligence

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license