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Financial Solutions Advisor
Bank of America. Works with clients to plan their short and long-term financial goals .
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
✓ Tailor your resumeApplicant 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