Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing comprehensive financial solutions to clients at Bank of America. Building financial plans and recommending brokerage products while ensuring compliance with regulations.

Posted 7/11/2026full-timeWorcester • Massachusetts • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients
Triaging client leads
Meeting with clients to review financial and investment goals
Building a financial plan
Recommending brokerage products

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, navigates complexity, prioritizes tasks
Efficiently manages time and capacity
Thorough and thoughtful in incorporating relevant regulatory due diligence

Benefits

Comp & perks

industry-leading benefits
access to paid time off
resources and support to employees

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

Financial PlanningInvestment StrategiesRegulatory Due DiligenceBrokerage Products

Soft Skills

Goal SettingRelationship BuildingEffective CommunicationCollaborationTime Management

Certifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License