Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 10/7/2026full-timeOklahoma City • Oklahoma • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing customized financial solutions and investment strategies while maintaining compliance with regulatory standards. Proven ability to build strong client relationships and effectively manage financial goals in a fast-paced 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 ProductsGoal SettingRegulatory Due DiligenceSales ExperienceTime ManagementClient EngagementFinancial Analysis

Soft Skills

Effective CommunicationCollaborationAdaptabilityRelationship BuildingGoal Accomplishment

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestments IndustryBrokerageMutual FundsStocksBondsAnnuitiesSales EnvironmentClient SolutionsFinancial Center

About the role

Key responsibilities & impact

Provide comprehensive advice and customized financial solutions to clients
Triage client leads and requests
Make referrals to business 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 training
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center location 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 Series 66 is not currently held but Series 63 or 65 is held, obtain a passing score for the missing series within 60 days of an offer
At least 1 year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
At least 1 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, background check, and maintaining good standing
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Effective collaboration and communication skills
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn, adapt to new information, and seek appropriate client solutions
Efficient time and capacity management
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Monday-Friday availability and rotating Saturdays
Ability to work 40 hours per week
Ability to work within a reasonable commuting distance of home, as applicable

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Training and required licenses
Potential phone-based work capacity until a financial center location is determined