National Financial Solutions Advisor I – Series 7 Required

Bank of America

National Financial Solutions Advisor providing comprehensive financial advice in a contact center environment for Bank of America. Collaborating with business partners to help clients achieve their financial goals.

Posted 6/25/2026full-timeLincoln • Rhode Island • 🇺🇸 United StatesJunior💰 $65,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Provide comprehensive advice to clients in a contact center environment
Collaborate with business partners to help clients achieve financial goals
Build and manage a portfolio of clients providing exceptional client care
Deliver client reviews and presentations with confidence
Connect clients to solutions provided through Bank of America and Merrill

Requirements

What you’ll need

Series 7, and 66 or equivalent
Is comfortable in a sales role, finding ways to nurture strong client relationships
Communicates clearly and confidently with clients from all walks of life
Works well with others and collaborates productively to get things done
Can manage complexity, prioritize tasks and execute in a fast-paced environment
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients
Efficiently manages your time and capacity
Is thorough, and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Benefits

Comp & perks

Paid time off
Access to resources and support
Ongoing professional development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Series 7Series 66

Soft Skills

client relationship managementclear communicationcollaborationtime managementadaptabilityproblem solving

Certifications

Series 7Series 66