Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing advice and customized solutions to help clients achieve their financial goals. Engaging with clients and facilitating successful financial planning to manage investments and banking needs.

Posted 7/22/2026full-timeHicksville • New York • 🇺🇸 United StatesJunior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing tailored financial advice and solutions while ensuring compliance with industry regulations. Strong ability to cultivate client relationships and effectively communicate in a fast-paced environment.

Highest-signal resume keywords

FINRA Securities Industry Essentials (SIE)Client Relationship ManagementFinancial Services Industry ExperienceCompliance with SAFE ActEffective Communication

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

Residential Mortgage LoansFinancial AdvisoryInvestment Goal ReviewTriage Client LeadsTask Execution

Soft Skills

Results-Driven MindsetCollaborationPeer Relationship Building

Certifications & Qualifications

Required Industry Licenses

Industry Keywords

SAFE ActFinancial ServicesSales Experience

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients
Triage client leads and make referrals to business partners
Meeting clients to review financial and investment goals
Applying and expanding knowledge by completing required licenses and trainings
Responsible for the provision of residential mortgage loans and compliance with SAFE Act registration requirements

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Experience in cultivating client relationships
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset in a fast-paced environment
Executes multiple tasks simultaneously
Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Resources and support for financial wellness
Industry-leading benefits