Financial Solutions Advisor

Bank of America

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

Posted 11/4/2026full-timeUnited 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, with a strong focus on client relationship management and compliance with regulatory requirements. Proficient in utilizing brokerage products to achieve client financial goals while effectively managing risks.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceSAFE Act Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationClient Needs AssessmentBrokerage Products Knowledge

Soft Skills

Relationship BuildingEffective CommunicationGoal SettingAdaptabilityTime Management

Tools & Technologies

Financial SoftwareMultitasking Tools

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFP CertificationCRPC CertificationInsurance Licenses

Industry Keywords

Investment IndustryFinancial ServicesSAFE ActClient EngagementBrokerage Products

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 business partners and 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, and 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 based on client needs and recommended product services
Complete required licenses and trainings
Comply with SAFE Act registration and background-check requirements for residential mortgage loan origination

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or Series 63 and 65 in lieu of Series 66
If holding only Series 63 or 65, must obtain a passing score for the missing series within 60 days as a condition of the offer
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 register with the federal registry system and remain in good standing under SAFE Act requirements
Must submit to the required SAFE Act background check
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Efficiently manages time and capacity
Incorporates relevant regulatory due diligence into daily activities and long-term strategies for clients
Strong computer skills with an ability to multitask in a demanding environment
Additional professional designations such as CFP and/or CRPC are desired
Insurance licenses are desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities
Paid time off
Resources and support to contribute to business and community impact