Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized solutions to clients to help them achieve financial goals .

Posted 10/19/2026full-timeDenver • Colorado • 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, leveraging strong relationship-building skills to provide tailored solutions for clients. Holds necessary licenses and certifications while effectively managing client interactions and regulatory compliance.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRisk MitigationBrokerage ProductsInvestment StrategiesTime ManagementSales ExperienceRegulatory ComplianceMortgage Loan ProcessingMultitaskingGoal Setting

Soft Skills

Effective CommunicationCollaborationAdaptabilityCoachingRelationship Building

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFP DesignationCRPC DesignationInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustryClient EngagementSAFE Act ComplianceFinancial Products

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help them achieve financial goals
Triage client leads and requests
Make referrals to business partners based on client needs and asset thresholds
Meet with clients to review financial and investment goals
Build financial plans using brokerage products, banking solutions, and money-managed solutions
Recommend brokerage products, banking strategies, and investment strategies
Work with stocks, bonds, mutual funds, annuities, and other financial products
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners
Complete required licenses and trainings
Potentially provide residential mortgage loans subject to SAFE Act registration requirements
Train at one financial center and potentially begin in a phone-based capacity until another financial center location is determined within reasonable commuting distance

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 in lieu of Series 66
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
Builds and nurtures strong relationships
Collaborates effectively with others
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
Incorporates relevant regulatory due diligence into daily activities and long-term strategies for clients
Must be able to work Monday through Friday and rotating Saturdays
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Strong computer skills and ability to multitask in a demanding environment
SAFE Act registration and required SAFE Act background check
Three or more years of financial service industry and/or sales experience is desired
CFP and/or CRPC designations are desired
Insurance licenses are desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities
Resources and support to make an impact and contribute to sustainable growth