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

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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 goalsnavigates complexityefficiently manages timecapacity management

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license