Financial Solutions Advisor

Bank of America

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

Posted 11/3/2026full-timeEugene • Oregon • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing tailored financial advice and solutions, with a strong focus on client relationship management and risk mitigation. Proficient in utilizing brokerage products and strategies to align with client financial goals.

Highest-signal resume keywords

Client Relationship ManagementFinancial PlanningRisk MitigationIndustry Licenses AcquisitionEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBrokerage ProductsInvestment StrategiesClient Needs AssessmentRisk Control

Soft Skills

Self-DisciplineResults-Driven MindsetTime ManagementCollaborationAdaptability

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)SAFE Act Registration

Industry Keywords

Financial ServicesClient Leads TriageInvestment GoalsMutual FundsAnnuities

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals
Triage client leads
Make referrals to business partners based on client needs and asset thresholds
Meet with clients to review financial and investment goals and recommend products
Build financial plans using brokerage products such as stocks, bonds, mutual funds, annuities, banking and money managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Triage client requests and refer them to appropriate internal service providers
Mitigate and control risk as part of daily activities
Identify and engage potential new clients through referrals or financial center clientele
Complete required licenses and trainings
Train at one financial center and potentially begin in a phone-based capacity until another financial center location is determined

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, assessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required SAFE Act background check
Must register with the federal registry system and remain in good standing for residential mortgage loan originations
Currently holds FINRA Securities Industry Essentials (SIE) (desired)
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Training at one financial center
Potential phone-based work until a financial center location is determined within a reasonable commuting distance