Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing comprehensive financial planning and advising clients on investment products. Seeking to enhance financial lives through tailored advisory services at Bank of America.

Posted 6/25/2026full-timeBellevue • Washington • 🇺🇸 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
Triages client requests and makes referrals to appropriate service providers
Identifies and engages potential new clients
Provides coaching and feedback to referral partners

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
At least one year experience in the investments industry
At least one year experience working in the financial service industry or sales environment
Sets and accomplishes goals, achieving whatever you put your mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently
Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment
Likes to learn, adapts to new information, and seeks the right solutions

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support to make a genuine impact
Contribute to the sustainable growth of communities

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

coachingfeedbackrelationship buildingcollaborationcommunicationgoal settingadaptabilityproblem solvingtask prioritizationexecution

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license