Financial Solutions Advisor

Bank of America

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

Posted 9/29/2026full-timeScottsdale • Arizona • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Proficient in utilizing brokerage products to meet client financial goals while effectively managing risk and navigating complex environments.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementFinancial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesFinancial PlanningRisk MitigationGoal SettingRegulatory ComplianceBrokerage ProductsSales ExperienceTime ManagementMultitaskingSpanish Speaking

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityCoaching

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestments IndustryClient EngagementFinancial GoalsBrokerage 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 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, 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
Provide coaching and feedback to referral partners
Complete required licenses and trainings
Work Monday–Friday and rotating Saturdays on first shift, 40 hours per week
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, or Series 63 & 65 in lieu of Series 66
If holding Series 63 or 65 instead of Series 66, obtain a passing score for the missing series within 60 days of offer
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
SAFE Act registration, background check, and registration process
High School Diploma / GED / Secondary School or equivalent
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively with others
Effective and confident communication skills; comfort engaging 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 seek the right solutions for clients
Efficient time and capacity management
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
Spanish speaking is desired
Strong computer skills and ability to multitask in a demanding environment
Additional professional designations such as CFP and/or CRPC are desired
Insurance licenses are desired

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations