Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing comprehensive advice and customized solutions to clients for their financial goals. Collaborating to build financial plans and recommend brokerage products.

Posted 6/11/2026full-timeEagan • Minnesota • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Works with clients to plan financial goals
Recommends banking and investment strategies
Triages client requests
Identifies and engages potential new clients
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
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently
Manages goals and navigates complexity
Strong computer skills

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Professional development opportunities
Formulaic incentive eligible

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

coachingfeedbackrelationship buildingcollaborationcommunicationgoal settingnavigating complexity

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license