Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing financial advice and customized solutions to clients in Upstate New York. Responsible for triaging leads and meeting with clients for financial planning and investment goals.

Posted 7/24/2026full-timeWest Seneca • New York • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and achieving financial goals. Holds necessary licenses and certifications to provide tailored financial advice and solutions.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ProductsFinancial ServicesSales ExperienceMultitaskingClient Lead Triaging

Soft Skills

CommunicationProblem-SolvingGoal Orientation

Certifications & Qualifications

Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)

Industry Keywords

Financial GoalsBrokerage ProductsInvestment TrainingClient Referrals

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, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Job expectations include 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; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Strong computer skills with an ability to multitask in a demanding environment
Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

Benefits

Comp & perks

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