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Financial Solutions Advisor
Bank of America. Provide comprehensive advice and customized solutions to clients .
Posted 5/10/2026full-timeQuincy • Massachusetts • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite
About the role
Key responsibilities & impact- Provide comprehensive advice and customized solutions to clients
- Triage client leads and make referrals based on client needs
- Meet with clients to review financial and investment goals
- Build a financial plan and recommend brokerage products
- Complete required licenses and trainings
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 or sales environment;
- Strong computer skills;
- Minimum of three years of experience in financial service industry or sales environment preferred;
- Additional professional designations like CFP or CRPC preferred;
Benefits
Comp & perks- Paid time off
- Health insurance
- Professional development opportunities
- Flexible working hours
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 advisorycustomized solutionsclient needs assessmentfinancial planninginvestment goal review
Certifications
Series 7Series 66CFPCRPC