Financial Solutions Advisor - Participant Services (Series 7 and 66 required) jobs in United States
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Bank of America · 1 day ago

Financial Solutions Advisor - Participant Services (Series 7 and 66 required)

positionPennington, NJ
timeFull-time
remoteOnsite
seniorityMid Level

Bank of America is committed to helping make financial lives better through every connection. The Financial Solutions Advisor role is focused on engaging participants in goals-based conversations to provide education and guidance, while delivering client-centric solutions and building strong relationships with clients.

Asset ManagementBankingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Series 7Series 66Financial planningClient solutions advisoryRisk managementComputer skillsOral communicationsActive listeningAttention to detailWritten communications

Required

Series 7, and 66 or equivalent required
Passion for excellence and willingness to work to exceed client expectations
Strong computer skills with an ability to multitask in a fast paced environment

Company

Bank of America

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Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
dateFounded in 1998
location
Charlotte, North Carolina, USA
people-size10001+ employees
web-link
https://www.bankofamerica.com

H1B Sponsorship

Bank of America has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)

Funding

Current Stage
Public Company
Total Funding
$3.59B
Key Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M

Leadership Team

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Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
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Rami Salem
SVP Strategic Competitive Intelligence
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Recent News

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2026-01-06
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Unpacking the Latest Options Trading Trends in Bank of America
2026-01-06
Company data provided by crunchbase