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Financial Solutions Advisor
Bank of AmericaFinancial Solutions Advisor providing comprehensive financial solutions to clients at Bank of America. Building financial plans and recommending brokerage products while ensuring compliance with regulations.
Posted 7/11/2026full-timeWorcester • Massachusetts • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite
Core Competencies
Role fitCore 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 regulatory compliance. Proficient in setting and achieving financial goals while effectively collaborating and communicating with clients and team members.
Highest-signal resume keywords
Series 7 LicenseSeries 66 LicenseFinancial PlanningClient Relationship ManagementInvestment Strategies
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Financial PlanningInvestment StrategiesRegulatory Due DiligenceBrokerage Products
Soft Skills
Goal SettingRelationship BuildingEffective CommunicationCollaborationTime Management
Certifications & Qualifications
Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License
Industry Keywords
Investments IndustryFinancial ServicesSales Environment
About the role
Key responsibilities & impact- Providing comprehensive advice and customized solutions to clients
- Triaging client leads
- Meeting with clients to review financial and investment goals
- Building a financial plan
- Recommending brokerage products
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
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Manages goals, navigates complexity, prioritizes tasks
- Efficiently manages time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
Comp & perks- industry-leading benefits
- access to paid time off
- resources and support to employees