Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing customized financial solutions and advisory services to clients. Assisting clients in achieving their financial goals through comprehensive advice and product recommendations.

Posted 7/20/2026full-timeBronx • New York • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core 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 customized solutions. Proficient in navigating complex financial environments while adhering to regulatory requirements.

Highest-signal resume keywords

Client Relationship ManagementFinancial AdvisoryIndustry Licenses AcquisitionEffective CommunicationResults-Driven Mindset

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Self-DisciplineTime ManagementCollaborationAdaptability

Certifications & Qualifications

SAFE Act Registration

Industry Keywords

Financial GoalsInvestment GoalsResidential Mortgage LoansClient Needs AssessmentCustomized Solutions

About the role

Key responsibilities & impact

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.

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

paid time off
industry-leading benefits
resources and support