Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 10/6/2026full-timeAmarillo • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing customized financial solutions and advice, with a strong focus on building financial plans using various brokerage products. Maintains compliance with regulatory requirements and excels in client relationship management and goal achievement.

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 SettingRegulatory Compliance

Soft Skills

Effective CommunicationCollaborationRelationship BuildingTime ManagementAdaptability

Tools & Technologies

Brokerage ProductsStocksBondsMutual FundsAnnuities

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentClient EngagementDue Diligence

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, 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

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 services industry and/or a sales environment where goals were met or exceeded
High School Diploma / GED / Secondary School or equivalent
Subject to SAFE Act registration requirements, including required background check and registration process
Must maintain SAFE Act registration in good standing
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Effective collaboration and 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 manage time and capacity efficiently
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Professional training and required licensing support
Monday–Friday schedule with rotating Saturdays
40 hours per week