Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing customized financial solutions and advice, with a strong focus on client relationship management and investment strategies. Holds necessary financial licenses and possesses in-depth knowledge of investment products and services.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningRisk MitigationInvestment Strategy DevelopmentClient Needs AssessmentBrokerage Products Knowledge

Soft Skills

Relationship BuildingGoal ManagementTask PrioritizationComplexity NavigationCoaching and Feedback

Certifications & Qualifications

Series 63 LicenseSeries 65 License

Industry Keywords

Financial SolutionsInvestment GoalsSales EnvironmentRegulatory Due DiligenceSAFE Act Compliance

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, 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
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined within 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 Series 65 without Series 66, must obtain a passing score for 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 training
Subject to SAFE Act registration requirements, including registration, background check, and maintaining good standing
Effective communication and relationship-building abilities
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations
Training and required licenses
Monday–Friday schedule with rotating Saturdays
40 hours per week