Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing customized financial solutions for clients at Bank of America. Engaging with clients to meet their financial goals and recommending appropriate products.

Posted 6/5/2026full-timeColumbia • Maryland • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients
Triaging client leads
Making referrals to business partners
Meeting with clients to review financial goals
Building a financial plan
Recommending brokerage products

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
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently
Efficiently manages time and capacity
Thorough and thoughtful in incorporating relevant regulatory due diligence

Benefits

Comp & perks

industry-leading benefits
access to paid time off
resources and support for employee impact
contribute to sustainable growth

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

sets and accomplishes goalsbuilds and nurtures relationshipscollaborates effectivelycommunicates effectivelymanages time and capacitythorough and thoughtful

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license