Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 10/8/2026full-timeHouston • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing customized financial solutions and advice, with a strong focus on building client relationships and achieving financial goals. Proficient in navigating regulatory requirements and investment products to deliver effective strategies for clients.

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 Strategy DevelopmentRisk MitigationGoal SettingTime Management

Soft Skills

Effective CommunicationCollaborationRelationship BuildingAdaptabilityProblem Solving

Tools & Technologies

Brokerage ProductsFinancial Software

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCSAFE Act Registration

Industry Keywords

Financial ServicesInvestments IndustrySales EnvironmentRegulatory ComplianceBilingual Spanish

About the role

Key responsibilities & impact

Provide comprehensive advice and customized financial solutions to clients
Triage client leads and 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, 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 and financial center clientele
Coach and provide feedback to referral partners
Complete required licenses and trainings
Register under the SAFE Act and maintain registration
Train at one financial center and potentially begin in a phone-based capacity until a financial center within reasonable commuting distance is determined

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 only Series 63 or Series 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 services industry and/or a sales environment where goals were met or exceeded
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 manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Ability to learn, adapt to new information, and identify appropriate solutions for clients
Ability to efficiently manage time and capacity
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
SAFE Act registration, background check, and continued good standing required
Desired: bilingual Spanish speaking
Desired: strong computer skills and ability to multitask
Desired: at least three years of financial services and/or sales experience
Desired: CFP and/or CRPC designation
Desired: insurance licenses

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Training and required licensing support
Monday–Friday schedule with rotating Saturdays
40 hours per week