Financial Solutions Advisor

Bank of America

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

Posted 10/5/2026full-timeSpringdale • 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 navigating complex financial products and achieving sales goals in a fast-paced environment.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationGoal SettingRegulatory ComplianceBrokerage ProductsSales ExperienceClient EngagementTime ManagementCapacity Management

Soft Skills

Effective CommunicationCollaboration SkillsRelationship BuildingAdaptabilityFeedback Coaching

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesInvestment IndustryBrokerage ProductsMutual FundsStocksBondsAnnuitiesMoney-Managed SolutionsSAFE Act ComplianceClient Solutions

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 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
Coach and provide feedback to referral partners based on client needs and recommended product services
Complete required training and licensing
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 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
If lacking Series 66 but holding Series 63 or 65, must pass the missing series within 60 days as a condition of the 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
High School Diploma / GED / Secondary School or equivalent
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, including registration, good standing, background check, and registration process
Monday–Friday schedule with rotating Saturdays
Ability to work 40 hours per week
Strong goal-setting and achievement abilities
Ability to build and nurture strong relationships
Effective collaboration skills
Effective and confident communication skills; comfortable 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 appropriate client solutions
Efficient time and capacity management
Thoroughly incorporate regulatory due diligence into daily activities and long-term client strategies

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Required training and license completion support