Financial Solutions Advisor

Bank of America

Financial Solutions Advisor responsible for delivering financial advice and customized solutions for clients at Bank of America. Engaging with clients on financial goals and recommending investment strategies.

Posted 6/10/2026full-timeEagan • Minnesota • 🇺🇸 United StatesJunior💰 $70,000 - $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 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
Provides coaching and feedback to referral partners based on knowledge of client needs

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, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Efficiently manages time and capacity

Benefits

Comp & perks

Paid time off
Access to paid time off resources
Industry-leading benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment strategiesrisk managementclient engagementgoal settingsales experience

Soft Skills

relationship buildingcollaborationeffective communicationtime managementtask prioritization

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license