Financial Solutions Advisor

Bank of America

. Provide comprehensive financial advice and customized solutions to clients .

Posted 10/19/2026full-timeDenver • Colorado • United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing comprehensive financial advice and customized solutions, with a strong focus on client relationship management and investment strategies. Holds necessary licenses and training to operate within regulatory frameworks while effectively managing client portfolios.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningRelationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdviceInvestment StrategiesRisk MitigationBrokerage ProductsClient Needs Assessment

Soft Skills

CollaborationCommunicationGoal ManagementTime ManagementAdaptability

Tools & Technologies

Financial SoftwareCRM Systems

Certifications & Qualifications

CFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustrySAFE ActSales EnvironmentClient Referrals

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized solutions to clients
Triage client leads and make referrals to business 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 or financial center clientele
Coach and provide feedback to referral partners
Complete required licenses and training
Potentially provide residential mortgage loans subject to SAFE Act registration requirements
Train at one financial center and potentially begin in a phone-based capacity until assigned to a financial center within reasonable commuting distance

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 licenses in lieu of Series 66
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
Must be able to work Monday through Friday and rotating Saturdays
Strong relationship-building, collaboration, communication, goal management, prioritization, adaptability, time management, and regulatory due diligence skills
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required background check
Ability to work 40 hours per week
Desired: strong computer skills and multitasking ability
Desired: three or more years of financial service industry and/or sales experience
Desired: CFP and/or CRPC designation
Desired: insurance licenses

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Paid time off
Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities
Industry-leading benefits
Resources and support for employees