Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 11/6/2026full-timeAustin • Texas • 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 investment strategies while effectively managing client relationships and regulatory compliance. Proficient in building financial plans and mitigating risks in a fast-paced financial services environment.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Products KnowledgeFinancial Services ExperienceGoal Achievement

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 MitigationClient Relationship ManagementBrokerage Products Knowledge

Soft Skills

Effective CommunicationGoal SettingCollaborationTime ManagementAdaptability

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestments IndustryClient EngagementSales EnvironmentRegulatory 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 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 and financial-center clientele
Coach and provide feedback to referral partners
Complete required licenses and training
Work in an office-based financial-center culture, with the specific center determined by business needs

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
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
SAFE Act registration, background check, and continued good standing required
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
Ability to efficiently manage time and capacity
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Monday-Friday availability and rotating Saturdays
Ability to work first shift, 40 hours per week

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Required training and licensing support
Potential phone-based work until a financial center location is determined within a reasonable commuting distance of home