Financial Solutions Advisor

Bank of America

. Provide comprehensive financial advice and customized solutions to clients .

Posted 10/6/2026full-timeCedar Hill • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing financial advice and customized solutions, with a strong focus on client relationship management and goal achievement. Proficient in utilizing investment products and strategies to meet client needs while adhering to regulatory requirements.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceBilingual Spanish Speaking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationClient EngagementBrokerage Products

Soft Skills

Relationship BuildingCollaborationCommunicationOrganizationTime Management

Tools & Technologies

Financial SoftwareCRM Systems

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

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 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 training
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 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
If holding Series 63 or 65 without Series 66, 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
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, including required background check and maintaining registration in good standing
Strong goal achievement, relationship-building, collaboration, communication, organization, adaptability, and time-management capabilities
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Desired: Bi-lingual Spanish speaking
Desired: Strong computer skills and ability to multitask
Desired: At least three years’ experience in financial services and/or a goal-oriented sales environment
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
Coaching and feedback from referral partners
Monday–Friday schedule with rotating Saturdays
40 hours per week