Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 10/5/2026full-timeSeattle • Washington • United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing customized financial solutions and building financial plans using brokerage products. Holds necessary licenses and possesses strong relationship-building and communication skills to effectively engage clients and referral partners.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Products 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 ComplianceTime ManagementMultitaskingSales ExperienceBrokerage Products KnowledgeClient Needs Assessment

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityProblem Solving

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseSAFE Act Registration

Industry Keywords

Investment IndustryFinancial ServicesBrokerage ProductsClient EngagementReferral Management

About the role

Key responsibilities & impact

Provide comprehensive advice and customized financial solutions to clients
Triage client leads and requests
Make referrals to 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 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
Train at one financial center and potentially begin in a phone-based capacity until a financial center is determined within 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 without Series 66, must obtain a passing score for the missing series within 60 days if offered 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
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively with others
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 solutions for clients
Efficient time and capacity management
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment
SAFE Act registration, background check, and maintenance of good standing required
Full-time availability, Monday-Friday plus some Saturdays as required
40 hours per week

Benefits

Comp & perks

Formulaic incentive plan eligibility
Industry-leading benefits
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations