Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing customized financial solutions to clients. Collaborating with teams to build financial plans and achieve client goals while meeting regulatory requirements.

Posted 7/29/2026full-timeCheshire • Connecticut • 🇺🇸 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. Proficient in risk mitigation and effective communication to achieve client financial goals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationRegulatory Due DiligenceGoal SettingTime ManagementSales ExperienceClient EngagementCoaching and FeedbackReferral Management

Soft Skills

Effective CommunicationCollaborationAdaptabilityRelationship BuildingProblem Solving

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Investments IndustryFinancial ServicesBrokerage ProductsStocksBondsMutual FundsAnnuitiesBanking SolutionsClient Needs AssessmentAsset Thresholds

About the role

Key responsibilities & impact

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

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, 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
Sets and accomplishes goals, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Efficiently manages time and capacity
Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Must be able to work Monday through Friday and rotating Saturdays

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities