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Financial Solutions Advisor
Bank of America. Providing comprehensive advice and customized solutions to clients .
Posted 5/10/2026full-timeDenville • New Jersey • 🇺🇸 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
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending brokerage products
- Applying 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 services industry or sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Manages goals and navigates complexity
- Efficiently manages time and capacity
- Thorough in incorporating regulatory due diligence into daily activities
Benefits
Comp & perks- industry-leading benefits
- access to paid time off
- resources and support for employees
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 relationshipscollaborates effectivelycommunicates effectivelymanages goalsnavigates complexityefficiently manages timecapacity management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license