Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing tailored financial advice to clients at Bank of America. Responsible for triaging leads, recommending products, and building financial plans.

Posted 5/20/2026full-timeHampton Bays • New York • 🇺🇸 United StatesJunior💰 $65,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Recommends banking and investments strategies that align with client financial goals and needs.
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
Identifies and engages potential new clients through referrals or financial center clientele.

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, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Efficiently manages your time and capacity.

Benefits

Comp & perks

industry-leading benefits
access to paid time off
resources and support to our 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.

Hard Skills & Tools

financial planninginvestment strategiesbrokerage productsstocksbondsmutual fundsannuitiesbanking solutionsmoney managementinvestment products

Soft Skills

relationship buildingcollaborationcommunicationtime managementclient engagement

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license