Financial Solutions Advisor

Bank of America

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

Posted 10/6/2026full-timeLittle Rock • 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 ability to build relationships and provide tailored solutions to clients. Holds necessary licenses and possesses a solid understanding of regulatory requirements in the financial services industry.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Products KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesFinancial Goal SettingRisk MitigationBrokerage ProductsSales ExperienceRegulatory ComplianceTime ManagementMultitaskingGoal AchievementClient Engagement

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityCoaching

Certifications & Qualifications

Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)

Industry Keywords

Financial ServicesInvestments IndustrySAFE ActBilingual SpanishInsurance Licenses

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help them 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, and banking and money managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners
Mitigate and control risk in daily activities
Complete required licenses and trainings
Work Monday–Friday and rotating Saturdays, 40 hours per week
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center location is determined within a reasonable commuting distance

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66
If missing Series 66 but holding Series 63 or 65, 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 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 required background check and registration process
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication skills
Ability to engage 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
Ability to efficiently manage time and capacity
Thoroughness in incorporating relevant regulatory due diligence into daily activities and long-term client strategies
Bilingual Spanish speaking preferred
Strong computer skills and ability to multitask in a demanding environment preferred
At least three years of financial service industry and/or sales environment experience preferred
Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) preferred
Insurance licenses preferred

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career