Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing tailored financial advice to clients. Responsible for triaging client needs and building comprehensive financial plans.

Posted 7/28/2026full-timeHewlett • 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 providing tailored financial advice and solutions, with a strong foundation in client relationship management and investment planning. Holds necessary licenses and possesses experience in the financial services and investments industry.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment PlanningClient Relationship ManagementFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBrokerage ProductsClient Lead TriagingInvestment Goals ReviewSales Environment Experience

Soft Skills

Communication SkillsClient Advisory Skills

Tools & Technologies

Computer Skills

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Investments IndustryFinancial ServicesClient SolutionsFinancial Goals

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 financial plans 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 (or the equivalent 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
Strong computer skills
Must be able to work Monday through Friday and rotating Saturdays

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Access to paid time off
Resources and support for employees