Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing customized financial solutions for clients. Responsibilities include advising clients on financial goals and products with a focus on relationship management.

Posted 7/23/2026full-timeRochester • New York • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Holds necessary licenses and has proven experience in the financial services and investments industry.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseFinancial PlanningClient Relationship ManagementRegulatory Due Diligence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesBrokerage ProductsFinancial AnalysisGoal SettingLead Triaging

Soft Skills

Relationship BuildingTime ManagementGoal AccomplishmentThoughtfulness

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesInvestments IndustrySales EnvironmentClient SolutionsRegulatory Compliance

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients
Triaging client leads and making referrals to business partners
Meeting with clients to review financial and investment goals
Building a financial plan and recommending brokerage products
Applying and expanding knowledge by completing required licenses and trainings

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, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Efficiently manages time and capacity
Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Access to paid time off