Financial Solutions Advisor

Bank of America

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

Posted 10/6/2026full-timeAmarillo • Texas • United StatesJuniorWebsite

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 regulatory compliance. Proficient in navigating complex financial environments while achieving client goals and maintaining high standards of service.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementFinancial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationBrokerage ProductsGoal SettingRegulatory ComplianceTime ManagementSales ExperienceClient EngagementReferral Management

Soft Skills

Effective CommunicationCollaborationRelationship BuildingAdaptabilityProblem Solving

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustryClient GoalsFinancial CenterBrokerage ProductsMutual FundsStocksBondsAnnuitiesMoney Management

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, banking, and money management solutions
Recommend banking and investment strategies aligned with client goals and needs
Mitigate and control risk through daily activities
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners
Complete required licenses and trainings
Register with the federal registry system and complete required SAFE Act background check and registration process
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center location is determined based on business needs

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses; if missing Series 66 but holding Series 63 or 65, 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 working in the financial service industry and/or a sales environment where goals were met or exceeded
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Effective collaboration skills
Effective and confident communication skills; comfortable engaging all clients
Ability to manage goals, navigate complexity, prioritize tasks and execute in a fast-paced environment
Willingness to learn, adapt to new information and seek the right solutions for clients
Ability to efficiently manage time and capacity
Thorough and thoughtful incorporation of relevant regulatory due diligence into daily activities and long-term client strategies
High School Diploma / GED / Secondary School or equivalent
Monday - Friday and rotating Saturdays schedule
40 hours per week
SAFE Act registration, background check, and maintaining good standing are required
Ability to work in an in-office culture with reasonable commuting distance to the assigned financial center
United States work location

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities