Financial Solutions Advisor

Bank of America

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

Posted 10/13/2026full-timeDumfries • Virginia • United StatesJunior💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Proficient in navigating complex financial environments while effectively communicating and collaborating with clients and partners.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseFinancial PlanningInvestment StrategiesClient Relationship Management

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 AnalysisInvestment Products KnowledgeRisk MitigationGoal SettingTime Management

Soft Skills

Effective CommunicationCollaborationRelationship BuildingAdaptabilityProblem Solving

Tools & Technologies

Brokerage ProductsBanking SolutionsMoney Management Solutions

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustryRegulatory ComplianceSales EnvironmentClient Engagement

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help 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
Recommend brokerage products, banking solutions, money management solutions, and investment strategies
Build financial plans using stocks, bonds, mutual funds, annuities, and banking and money managed solutions
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
Register with the federal SAFE Act registry and maintain good standing when applicable

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 missing Series 66 but holding Series 63 or 65, must pass the missing series within 60 days as a condition of the offer
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
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
Learns, 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 client strategies
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Strong computer skills with ability to multitask in a demanding environment
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required background check for residential mortgage loan originations

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Paid time off
Resources and support to employees
Formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities based on performance