Financial Solutions Advisor

Bank of America

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

Posted 10/7/2026full-timeArlington • Washington • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial planning and client relationship management, with a focus on providing tailored investment strategies and solutions. Holds necessary industry licenses and maintains compliance with regulatory requirements.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementInvestment StrategiesSAFE Act RegistrationFINRA Securities Industry Essentials (SIE)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRisk MitigationBrokerage ProductsInvestment RecommendationsTime Management

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act RegistrationFINRA Securities Industry Essentials (SIE)

Industry Keywords

Financial ServicesClient Needs AssessmentInvestment GoalsMutual FundsAnnuities

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 appropriate internal service providers 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 management solutions
Recommend banking and investment strategies aligned with client goals and needs
Mitigate and control risk during daily activities
Identify and engage potential new clients through referrals or financial center clientele
Complete required licenses and training
Train at one financial center and potentially begin in a phone-based capacity until a financial center location is determined within reasonable commuting distance

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience cultivating client relationships, assessing needs, and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Results-driven mindset while prioritizing the client's interest in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Desired: 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
Required SAFE Act registration and background check for residential mortgage loan originations
Must maintain SAFE Act registration in good standing

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Base salary compensation
Training and opportunities to learn, grow, and build a career
In-office culture supporting collaboration, engagement, and career development
Appropriate flexibility based on role-specific responsibilities and business needs