Financial Solutions Advisor

Bank of America

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

Posted 10/5/2026full-timeSeattle • Washington • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and client relationship management, with a strong focus on recommending banking and investment products. Holds necessary industry licenses and maintains compliance with regulatory requirements.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementInvestment Product RecommendationsSAFE Act RegistrationFINRA Securities Industry Essentials (SIE)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRisk MitigationInvestment StrategiesAsset ManagementTime Management

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act RegistrationFINRA Securities Industry Essentials (SIE)

Industry Keywords

Financial ServicesClient Needs AssessmentBrokerage ProductsMutual FundsAnnuities

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help 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
Recommend banking, investment, brokerage, and money management products and strategies
Build financial plans using stocks, bonds, mutual funds, annuities, and banking solutions
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Complete required licenses and training
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Self-discipline in managing time and capacity
Experience cultivating client relationships, assessing needs, and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Required SAFE Act registration and required SAFE Act background check
Must register with the federal registry system and remain in good standing
High School Diploma / GED / Secondary School or equivalent
Currently holds FINRA Securities Industry Essentials (SIE) (desired)
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience (desired)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Resources and support for employees
Base salary compensation
Benefits eligibility