Financial Solutions Advisor

Bank of America

Financial Solutions Advisor responsible for triaging client leads and recommending financial products. Engage with clients to help them achieve their financial goals at Bank of America.

Posted 6/2/2026full-timeAnnapolis • Maryland • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

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 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

This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees.

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

self-disciplineclient relationship cultivationneeds assessmentsolution recommendationeffective communicationcollaborationresults-driven mindsettask managementadaptability

Certifications

industry licenses