Financial Solutions Advisor

Bank of America

. Provide comprehensive financial advice and customized solutions to clients .

Posted 10/5/2026full-timeSpringdale • 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 relationship-building and effective communication. Proficient in managing client goals and navigating complex financial products and services.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningRelationship Building

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AdviceInvestment StrategiesRisk MitigationGoal SettingClient Engagement

Soft Skills

Effective CommunicationCollaborationTime ManagementAdaptabilityCoaching

Tools & Technologies

Brokerage ProductsStocksBondsMutual FundsAnnuities

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentRegulatory ComplianceSAFE Act

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized solutions to clients
Triage client leads and requests
Make referrals to business partners and internal service providers 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, and banking and money managed 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
Train at one financial center and potentially begin in a phone-based capacity until a financial center location is determined within a reasonable commuting distance

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66); if missing Series 66 but holding Series 63 or 65, must pass the missing series within 60 days
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 service industry and/or a sales environment where goals were met or exceeded
Effective goal setting and achievement
Strong relationship-building skills
Effective collaboration and communication skills
Ability to engage all clients confidently
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn and adapt to new information
Effective time and capacity management
Ability to incorporate relevant regulatory due diligence into daily activities and long-term strategies for clients
High School Diploma / GED / Secondary School or equivalent
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, including required background check and registration process
Monday–Friday availability and rotating Saturdays
Ability to work 40 hours per week

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career