Financial Solutions Advisor

Bank of America

. Provide comprehensive financial advice and customized solutions to clients .

Posted 9/29/2026full-timeVancouver • Washington • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing comprehensive financial advice and customized solutions, with a strong focus on client relationship management and risk mitigation. Proficient in utilizing brokerage products and maintaining compliance with industry regulations, including SAFE Act requirements.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementRisk MitigationSAFE Act RegistrationFINRA Securities Industry Essentials (SIE)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdviceBrokerage ProductsInvestment StrategiesMortgage LoansTime Management

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act RegistrationFINRA Securities Industry Essentials (SIE)

Industry Keywords

Financial ServicesClient GoalsInvestment ProductsRisk ControlFinancial Center

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized solutions to clients
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
Triage client requests and refer them to appropriate internal service providers based on needs and asset thresholds
Meet with clients to review financial and investment goals and recommend products
Identify and engage potential new clients through referrals or financial center clientele
Mitigate and control risk in daily activities
Complete required licenses and trainings
Register with the federal registry system and maintain SAFE Act good standing
Potentially provide residential mortgage loans
Train at one financial center and potentially begin in a phone-based capacity until a suitable financial center is determined

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in 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
Minimum High School Diploma / GED / Secondary School or equivalent
Currently holds FINRA Securities Industry Essentials (SIE) (desired)
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience (desired)
Required SAFE Act registration and SAFE Act background check
Ability to work within a reasonable commuting distance of home
40 hours per week
First shift availability

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Training at one financial center
Base salary compensation