Financial Solutions Advisor

Bank of America

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

Posted 11/4/2026full-timeUnited StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Proficient in navigating complex financial environments while achieving client goals and maintaining industry standards.

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 ProductsTime ManagementRegulatory ComplianceSales ExperienceGoal SettingMultitaskingClient Engagement

Soft Skills

Effective CommunicationCollaborationAdaptabilityRelationship BuildingCoaching

Certifications & Qualifications

CFPCRPCInsurance Licenses

Industry Keywords

SAFE ActFinancial GoalsInvestment ProductsClient LeadsFinancial Center Clientele

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help 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
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 based on client needs and recommended product services
Complete required licenses and trainings
Register with the federal registry system and maintain good standing under SAFE Act requirements when applicable

Requirements

What you’ll need

Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if holding only Series 63 or 65, must pass the missing series within 60 days as a condition of offer
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Efficiently manages time and capacity
Incorporates relevant regulatory due diligence into daily activities and long-term client strategies
SAFE Act registration and required background check for employees engaged in residential mortgage loan originations
High School Diploma / GED / Secondary School or equivalent
Strong computer skills and ability to multitask in a demanding environment
CFP and/or CRPC designations are desired
Insurance licenses are desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Paid time off
Formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities based on performance
Benefits eligibility
Resources and support to employees