Financial Solutions Advisor

Bank of America

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

Posted 10/6/2026full-timeCedar Hill • Texas • 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. Proven ability to achieve financial goals through effective communication, collaboration, and risk mitigation.

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 MitigationBrokerage ProductsGoal SettingRegulatory ComplianceTime ManagementMultitasking

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityCoaching

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestments IndustrySales EnvironmentSAFE Act RegistrationClient Solutions

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to help clients achieve financial goals
Triage client leads and requests
Make referrals to internal business and service 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, 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 regarding client needs and recommended products
Complete required licenses and training
Work Monday through Friday with rotating Saturdays on first shift, 40 hours per week
Train at one financial center and potentially begin in a phone-based capacity until another financial center within a reasonable commuting distance is determined

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 holding only Series 63 or Series 65, must obtain a passing score for the missing series within 60 days of offer
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
Must maintain SAFE Act registration in good standing
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Effective collaboration skills
Effective and confident communication with 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 find appropriate client solutions
Efficient time and capacity management
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment (desired)
At least three years of financial services and/or sales experience (desired)
Additional professional designations such as CFP and/or CRPC (desired)
Insurance licenses (desired)
Bilingual Spanish speaking (desired)

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 license-completion support implied by the role
Potential phone-based work capacity until a financial center location is determined