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Financial Solutions Advisor
Bank of AmericaFinancial Solutions Advisor role focused on delivering financial advice and customized solutions for clients at Bank of America. Involves triaging client leads and recommending products for achieving financial goals.
Posted 7/16/2026full-timeHuntington • New York • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and financial advisory, with a strong focus on achieving client goals through tailored solutions and effective communication. Proficient in managing multiple tasks in a fast-paced environment while maintaining a results-driven approach.
Highest-signal resume keywords
Client Relationship ManagementFinancial AdvisoryTime ManagementEffective CommunicationProblem Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Goal AssessmentInvestment RecommendationsMortgage Loan ProcessingSAFE Act RegistrationIndustry License Acquisition
Soft Skills
Self-DisciplineCollaborationResults-Driven MindsetAdaptability
Industry Keywords
Client Leads TriageCustomized SolutionsPeer Relationship BuildingComplex Environment Navigation
About the role
Key responsibilities & impact- Providing comprehensive advice and customized solutions to clients
- Triage client leads and make referrals to business partners
- Meet with clients to review financial and investment goals
- Recommend products to help clients achieve financial goals
- Apply and expand knowledge by completing required licenses and training
- May be responsible for residential mortgage loans and SAFE Act registration
Requirements
What you’ll need- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
Benefits
Comp & perks- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Support for physical, emotional, and financial wellness