Financial Solutions Advisor

Bank of America

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

Posted 10/30/2026full-timeGardendale • Alabama • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing comprehensive financial advice and customized solutions, with a strong focus on client relationship management and risk mitigation. Proficient in building financial plans and recommending banking and investment products while adhering to industry regulations.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementRisk MitigationSAFE Act RegistrationFINRA SIE

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AdviceInvestment StrategiesBanking ProductsMoney ManagementStocksBondsMutual FundsAnnuitiesAsset ThresholdsFinancial Services

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

SAFE Act RegistrationFINRA SIE

Industry Keywords

Financial GoalsClient LeadsRisk ControlFinancial CenterSales Experience

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized solutions to help clients 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
Recommend banking, investment, brokerage, and money-management products and strategies
Build financial plans using stocks, bonds, mutual funds, annuities, banking, and money-managed solutions
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals and financial center clientele
Complete required licenses and training
Train at one financial center and potentially begin in a phone-based capacity until another suitable financial center location is determined

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience cultivating client relationships, assessing needs, and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Required SAFE Act registration and background check for applicable residential mortgage loan origination activities
Minimum high school diploma, GED, secondary school qualification, or equivalent
Monday through Friday schedule with rotating Saturdays
Ability to work 40 hours per week
FINRA SIE currently held (desired qualification)
Bachelor’s degree and/or minimum one year of financial services industry or sales experience (desired qualification)

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Inclusive workplace commitment
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewarding of performance
In-office culture with role-specific flexibility
Required licenses and training provided through the role
Potential phone-based work capacity until a financial center location is determined within reasonable commuting distance