Financial Solutions Advisor

Bank of America

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

Posted 10/26/2026full-timeColleyville • Texas • United StatesJuniorWebsite

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 products and delivering tailored solutions to meet client goals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment TrainingFinancial Services ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment Products KnowledgeRisk MitigationGoal SettingBrokerage Products

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityTime Management

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseSAFE Act Registration

Industry Keywords

Financial GoalsClient EngagementInvestment StrategiesSales EnvironmentRegulatory Compliance

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 and financial center clientele
Coach and provide feedback to referral partners based on client needs and recommended products
Complete required licenses and training while applying and expanding knowledge
Register under the SAFE Act and maintain good standing
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center 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 but not Series 66, must obtain a passing score for the missing series within 60 days of offer
At least one year of experience in the investments industry
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 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
Efficient time and capacity management
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 successful completion of the required SAFE Act background check and registration process
United States work context/authorization indicated by the 1st-shift designation

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Required licenses and trainings provided as part of role expectations
Monday–Friday schedule with rotating Saturdays
40 hours per week
In-office flexibility based on role-specific responsibilities and business needs