Financial Solutions Advisor

Bank of America

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

Posted 10/6/2026full-timeDallas • Texas • 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 delivering customized solutions to meet client goals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationBrokerage ProductsGoal SettingRegulatory ComplianceTime ManagementMultitasking

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptability

Tools & Technologies

Financial SoftwareBrokerage Platforms

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentClient EngagementBilingual Spanish

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 internal business 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 needs
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners
Mitigate and control risk in daily activities
Complete required licenses and trainings
Register under the SAFE Act and maintain good standing
Train at one financial center and potentially begin in a phone-based capacity until another financial center is determined based on business needs

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
If missing Series 66 but holding Series 63 or 65, must pass 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 service industry and/or a sales environment where goals were met or exceeded
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication skills
Ability to manage goals, navigate complexity, prioritize tasks and execute in a fast-paced environment
Willingness to learn and adapt to new information
Efficient time and capacity management
Ability to incorporate relevant regulatory due diligence into daily activities and long-term strategies
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration, background check, and maintenance of good standing required
Monday-Friday availability and rotating Saturdays
Ability to work first shift, 40 hours per week
Must work within a reasonable commuting distance of the assigned financial center, as applicable
Strong computer skills and ability to multitask are desired
Bilingual Spanish speaking is desired
Three years’ experience in financial services and/or sales, CFP/CRPC designations, and insurance licenses are desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Training at one financial center
Potential phone-based work until a financial center location is determined within a reasonable commuting distance of home