Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized solutions to clients .

Posted 10/7/2026full-timeLakeland • Florida • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Proficient in utilizing brokerage products to meet client financial goals while effectively managing risk and navigating complex environments.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementFinancial Planning

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationBrokerage ProductsSales ExperienceRegulatory ComplianceTime ManagementGoal SettingClient EngagementMultitasking

Soft Skills

Effective CommunicationCollaborationRelationship BuildingAdaptabilityCoaching

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseCertified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)

Industry Keywords

SAFE Act ComplianceInvestment IndustryFinancial ServicesClient ReferralsBrokerage Products

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients
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
Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and 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
Complete required licenses and trainings
Comply with SAFE Act registration and background-check requirements for residential mortgage loan origination

Requirements

What you’ll need

Currently holds Series 7 and 66 (or equivalent 63 and 65 in lieu of 66) licenses
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Efficiently manages time and capacity
Incorporates relevant regulatory due diligence into daily activities and long-term strategies for clients
Must be able to work Monday through Friday and rotating Saturdays
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required SAFE Act background check
Strong computer skills and ability to multitask in a demanding environment
Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) are desired
Insurance licenses are desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Inclusive workplace and career development opportunities