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

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Demonstrates expertise in providing comprehensive financial advice and customized solutions, with a strong focus on client relationship management and risk mitigation. Proficient in obtaining necessary industry licenses and adapting to new technologies to enhance service delivery.

Highest-signal resume keywords

Client Relationship ManagementFinancial PlanningRisk MitigationIndustry LicensesEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdviceInvestment StrategiesFinancial PlanningRisk ControlBanking ProductsBrokerage ProductsMoney ManagementClient Needs AssessmentTriage Client LeadsSecurities Industry Essentials

Soft Skills

Self-DisciplineTime ManagementCollaborationResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act RegistrationRequired Industry Licenses

Industry Keywords

Financial ServicesInvestment GoalsClient EngagementFinancial CenterMortgage Loan Origination

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 trainings
Train at one financial center and potentially begin in a phone-based capacity until a financial center location is determined within reasonable commuting distance

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
SAFE Act registration and required background check for residential mortgage loan origination responsibilities
High School Diploma / GED / Secondary School or equivalent
Ability to work Monday through Friday with rotating Saturdays
Ability to work 40 hours per week
Ability to obtain or maintain required industry licenses
FINRA Securities Industry Essentials (SIE) is desired

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Physical, emotional, and financial wellness support
Recognition and rewards for performance
In-office flexibility based on role-specific considerations
Required licenses and trainings provided as part of role development