Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America helping clients achieve financial goals through tailored solutions. Responsible for triaging client leads and recommending investment products and strategies.

Posted 5/20/2026full-timeBrookline • Massachusetts • 🇺🇸 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
Recommends banking and investments strategies
Triages client requests and makes referrals
Mitigates and controls risk
Identifies and engages potential new clients
Provides coaching and feedback to referral partners

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 working 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
Manages goals and navigates complexity
Likes to learn and adapts to new information

Benefits

Comp & perks

Paid time off
Health insurance
Flexible work arrangements
Professional development opportunities

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 strategiesrisk managementclient engagementgoal settingsales experience

Soft Skills

coachingfeedbackrelationship buildingcollaborationcommunicationadaptability

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license