Financial Solutions Advisor

Bank of America

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

Posted 10/2/2026full-timeCharlottesville • Virginia • United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and investment strategies, leveraging Series 7 and 66 licenses to provide tailored solutions that align with client goals. Strong ability to build relationships and collaborate effectively while adhering to regulatory requirements.

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 PlanningInvestment StrategiesBrokerage ProductsRisk MitigationRegulatory Compliance

Soft Skills

Relationship BuildingCollaborationCommunicationGoal ManagementTime Management

Tools & Technologies

Brokerage PlatformsFinancial Software

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustryClient EngagementResidential Mortgage LoansRegulatory Due Diligence

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 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
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners
Mitigate and control risk in daily activities
Apply and expand knowledge through required licenses and training
Provide residential mortgage loans where applicable, subject to SAFE Act registration requirements

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
Must register with the federal registry system and remain in good standing under SAFE Act requirements
Must submit to the required SAFE Act background check
High School Diploma / GED / Secondary School or equivalent
Strong relationship-building, collaboration, communication, goal-management, prioritization, adaptability, and time-management abilities
Thoroughly incorporate relevant regulatory due diligence into daily activities and long-term client strategies

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
Resources and support for employees
Formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities based on performance