Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing advice and customized solutions to clients. Planning financial goals and recommending banking and investment strategies to align with client needs.

Posted 5/21/2026full-timeLexington • Kentucky • 🇺🇸 United StatesMid-LevelSeniorWebsite

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, such as 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
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, assessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications

Benefits

Comp & perks

Competitive benefits to support physical, emotional, and financial well-being

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 planningbrokerage productsstocksbondsmutual fundsannuitiesbanking solutionsinvestment strategiesrisk mitigationclient engagement

Soft Skills

self-disciplinetime managementclient relationship cultivationeffective communicationcollaborationresults-driven mindsetprioritizationadaptabilitymultitaskingproblem-solving

Certifications

industry licenses