Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America offering comprehensive financial solutions. Responsible for advising clients on investment and financial goals with a focus on client relationships.

Posted 5/20/2026full-timeBoston • Massachusetts • 🇺🇸 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.
Meeting with clients to review financial goals.
Building financial plans and recommending products.

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Has at least one year experience in the investments industry.
Has at least one year experience 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.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work arrangements
Paid time off
Professional development

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

goal settingrelationship buildingcollaborationcommunicationtime management

Certifications

Series 7Series 66Series 63Series 65