Financial Solutions Advisor

Bank of America

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

Posted 10/6/2026full-timeFort Worth • 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 utilizing brokerage products to achieve client financial goals while effectively managing risk.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesFinancial PlanningRisk MitigationBrokerage ProductsSales ExperienceRegulatory ComplianceTime ManagementGoal SettingMultitaskingClient Solutions

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityGoal Accomplishment

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestments IndustrySAFE ActClient EngagementFinancial Goals

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help them 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, banking, and money-managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Mitigate and control risk as part of daily activities
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners based on client needs and recommended product services
Complete required licenses and trainings
Work Monday through Friday and rotating Saturdays, on first shift, 40 hours per week
Train at one financial center and potentially begin in a phone-based capacity until a financial center within reasonable commuting distance is determined

Requirements

What you’ll need

Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
If holding Series 63 or Series 65 without Series 66, must obtain a passing score for the missing series within 60 days as a condition of employment
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 service industry and/or a sales environment where goals were met or exceeded
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required SAFE Act background check and registration process
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 seek appropriate client solutions
Ability to efficiently manage time and capacity
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
Bi-lingual Spanish speaking is desired
Strong computer skills and ability to multitask in a demanding environment are desired
CFP and/or CRPC designation is desired
Insurance licenses are desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Professional development through required licenses and trainings