Financial Solutions Advisor

Bank of America

Financial Solutions Advisor guiding clients to achieve financial goals through tailored solutions. Triage client leads, meet clients for reviews, and handle residential mortgages if registered with SAFE Act.

Posted 6/26/2026full-timeBraintree • Massachusetts • 🇺🇸 United StatesJunior💰 $29 - $34 per hourWebsite

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients
Triaging client leads and making referrals to business partners based on client needs
Meeting with clients to review financial and investment goals and recommend products
Applying and expanding knowledge by completing required licenses and trainings
Potentially responsible for provision of residential mortgage loans, subject to SAFE Act registration

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Self-disciplined in managing time and capacity
Experience in cultivating client relationships, assessing needs and recommending solutions
Success in creating strong peer relationships through effective communication and collaboration
Results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Adapt to new technology or applications

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Resources and support for employees

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

self-disciplineclient relationship cultivationneeds assessmentsolution recommendationeffective communicationcollaborationresults-driven mindsettime managementmultitaskingadaptability

Certifications

industry licensesSAFE Act registration