Financial Solutions Advisor

Bank of America

Financial Solutions Advisor guiding clients in achieving financial goals through comprehensive advice and solutions. Engaging in relationship management and investment strategy recommendations at Bank of America.

Posted 5/27/2026full-timeLayton • Utah • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Works with clients to plan their short and long-term financial goals
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners

Requirements

What you’ll need

Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
Minimum of one year of experience in the investments industry
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information
Efficiently manages time and capacity
Thorough and thoughtful in regulatory due diligence

Benefits

Comp & perks

Health insurance
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment strategiesrisk mitigationclient engagementgoal settingregulatory due diligence

Soft Skills

relationship buildingcollaborationeffective communicationtime managementadaptabilitygoal accomplishmentnavigating complexityprioritizationcoachingfeedback

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license