Financial Solutions Advisor

Bank of America

. Provide comprehensive financial advice and customized solutions to clients .

Posted 10/6/2026full-timeCarrollton • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in providing financial advice and customized solutions, with a strong focus on building financial plans using various brokerage products. Holds necessary licenses and possesses in-depth knowledge of investment products and services, while effectively managing client relationships and regulatory compliance.

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 MitigationGoal SettingRegulatory Compliance

Soft Skills

Effective CommunicationCollaborationRelationship BuildingTime ManagementAdaptability

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial AdviceBrokerage ProductsInvestment GoalsClient EngagementSales Environment

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized solutions to clients
Triage client leads and client requests
Make referrals to internal business and service partners based on client needs and asset thresholds
Meet with clients to review financial and investment goals
Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money management solutions
Recommend banking and investment strategies aligned with client goals and needs
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners regarding client needs and recommended product services
Complete required licenses and trainings
Work Monday–Friday and rotating Saturdays on a first shift, 40 hours per week

Requirements

What you’ll need

Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
If holding Series 63 or Series 65 without Series 66, must obtain a passing score for the missing series within 60 days as a condition of employment
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, including federal registry registration, background check, and maintaining good standing
High School Diploma, GED, Secondary School or equivalent
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Effective collaboration skills
Effective and confident communication skills
Ability to engage all clients
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn, adapt to new information, and find appropriate client solutions
Ability to efficiently manage time and capacity
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities
Required licenses and trainings provided/required for role development