Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America offering financial advice and planning solutions. Engaging with clients to meet their financial goals and needs while maintaining compliance and licensing requirements.

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 resume

Applicant 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