Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 10/6/2026full-timeUnited StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing customized financial solutions and advice, with a strong focus on building financial plans using various brokerage products. Proficient in managing client relationships, navigating regulatory requirements, and achieving sales goals in a fast-paced financial services environment.

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

Financial SolutionsInvestment StrategiesRisk MitigationBrokerage ProductsSales ExperienceRegulatory ComplianceTime ManagementGoal SettingMultitaskingBilingual Spanish

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityCoaching

Certifications & Qualifications

CFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestments IndustryClient EngagementSales EnvironmentSAFE Act Registration

About the role

Key responsibilities & impact

Provide comprehensive advice and customized financial solutions to clients
Triage client leads and requests
Make referrals to internal business and service 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
Provide coaching and feedback to referral partners
Complete required licenses and trainings
Work in an in-office culture with location determined by business needs and potentially begin in a phone-based capacity until a financial center is assigned within reasonable commuting distance

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66); if missing Series 66 but holding Series 63 or 65, must pass the missing series within 60 days
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
SAFE Act registration and required background check for employees engaged in residential loan mortgage originations
High School Diploma / GED / Secondary School or equivalent
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
Willingness to learn and adapt to new information
Ability to efficiently manage time and capacity
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Monday-Friday schedule with rotating Saturdays
Ability to work 40 hours per week
Desired: bilingual Spanish speaking
Desired: strong computer skills and multitasking ability
Desired: at least three years’ experience in financial services and/or sales
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
Training and required licenses
Coaching and feedback from referral partners
Full-time schedule with 40 hours per week