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Financial Solutions Advisor
Bank of America. Providing advice and customized solutions to clients .
Posted 5/20/2026full-timeBronx • New York • 🇺🇸 United StatesJunior💰 $65,000 - $80,000 per yearWebsite
About the role
Key responsibilities & impact- Providing advice and customized solutions to clients
- Triaging client leads and making referrals
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending brokerage products
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 in the financial service industry and/or a sales environment
- Strong computer skills
- At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Benefits
Comp & perks- Industry-leading benefits
- Access to paid time off
- Resources and support to contribute to communities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
advicecustomized solutionsclient managementfinancial planninggoal settingsalesreferral management
Certifications
Series 7Series 66Series 63Series 65