Financial Solutions Advisor

Bank of America

Financial Solutions Advisor offering financial advice and solutions at Bank of America. Helping clients achieve financial goals through comprehensive financial planning and brokerage products.

Posted 6/26/2026full-timeBordentown • New Jersey • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Triaging client leads and referrals based on client needs and asset thresholds
Meeting with clients to review financial and investment goals and building financial plans

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 including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Paid time off

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial planninginvestment productsinvestment services

Soft Skills

client advisorycommunicationgoal-orientedproblem-solving

Certifications

Series 7Series 66Series 63Series 65