Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized solutions to clients .

Posted 10/6/2026full-timeLubbock • 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 environments while achieving sales goals and providing tailored solutions.

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 CommunicationRelationship BuildingCollaborationTime ManagementAdaptability

Tools & Technologies

Brokerage ProductsFinancial Software

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFP DesignationCRPC Designation

Industry Keywords

Financial ServicesInvestments IndustrySales EnvironmentSAFE Act ComplianceBilingual Spanish Speaking

About the role

Key responsibilities & impact

Provide comprehensive advice and customized 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 trainings
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

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66
If lacking Series 66 but holding Series 63 or 65, must pass the missing series within 60 days as a condition of the 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
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, including federal registry registration, background check, and maintaining good standing
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication skills
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Ability to learn, adapt to new information, and identify solutions for clients
Efficient time and capacity management
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
High School Diploma / GED / Secondary School or equivalent
Desired: bilingual Spanish speaking
Desired: strong computer skills and multitasking ability
Desired: at least three years’ experience in financial services and/or a sales environment
Desired: CFP and/or CRPC designation
Desired: insurance licenses

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Training and required licenses
Potential phone-based work until a financial center location is determined within a reasonable commuting distance
Monday–Friday schedule with rotating Saturdays
40 hours per week