Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 10/6/2026full-timeFort Worth • 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 advice, with a strong focus on building client relationships and achieving financial goals. Proficient in managing regulatory compliance and risk while delivering effective communication and collaboration in a fast-paced environment.

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 MitigationGoal SettingTime Management

Soft Skills

Effective CommunicationCollaborationAdaptabilityRelationship BuildingFeedback Coaching

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseSAFE Act Registration

Industry Keywords

Financial SolutionsBrokerage ProductsClient 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 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
Complete required licenses and training
Register with the federal SAFE Act registry and maintain good standing
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 & 66 licenses, or Series 63 & 65 in lieu of Series 66
If holding Series 63 or 65 without Series 66, 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
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, adapt to new information, and seek appropriate client solutions
Ability to efficiently manage time and capacity
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required background check for residential loan mortgage originations
Monday–Friday availability and rotating Saturdays
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
Career development opportunities