Financial Solutions Advisor

Bank of America

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

Posted 10/21/2026full-timeSan Antonio • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in providing financial advice and customized solutions, with a strong focus on building financial plans using brokerage products. Holds necessary licenses and possesses in-depth knowledge of investment products and services, while effectively managing client relationships and navigating regulatory requirements.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Industry ExperienceFinancial Services ExperienceSAFE Act Registration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationClient Relationship ManagementGoal SettingRegulatory ComplianceTime ManagementMultitaskingBrokerage Products KnowledgeSales Experience

Soft Skills

Effective CommunicationCollaborationAdaptabilityRelationship BuildingFeedback Coaching

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment ProductsBrokerageMutual FundsStocksBondsAnnuitiesClient SolutionsSales EnvironmentRegulatory Due Diligence

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized solutions to help clients 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 needs
Identify and engage potential new clients through referrals and financial center clientele
Coach and provide feedback to referral partners
Mitigate and control risk in daily activities
Complete required licenses and training
Register for and maintain SAFE Act registration
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined within reasonable commuting distance

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 Series 65 is held, 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 services industry and/or a sales environment where goals were met or exceeded
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
Ability to learn, adapt to new information, and identify appropriate client solutions
Efficient time and capacity management
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment
Monday-Friday availability and rotating Saturdays
Ability to work 40 hours per week
SAFE Act registration, background check, and maintenance of good standing required

Benefits

Comp & perks

Affordable, competitive, and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Coaching and feedback from referral partners
Required training and license completion support