Financial Solutions Advisor

Bank of America

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

Posted 10/2/2026full-timeCharlottesville • Virginia • United StatesJunior💰 $70,000 - $80,000 per yearWebsite

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 products and delivering tailored solutions to meet client goals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationGoal SettingTime Management

Soft Skills

Effective CommunicationCollaborationRelationship BuildingAdaptabilityProblem Solving

Tools & Technologies

Brokerage ProductsFinancial Software

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustrySAFE Act ComplianceSales EnvironmentClient Engagement

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help achieve their financial goals
Triage client leads and client 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, and banking and money managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners
Complete required licenses and trainings
Comply with SAFE Act registration requirements when engaged in residential mortgage loan originations

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 licenses in lieu of Series 66
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Must be able to work Monday through Friday and rotating Saturdays
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively with others
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
Ability to incorporate relevant regulatory due diligence into daily activities and long-term strategies for clients
Strong computer skills and ability to multitask in a demanding environment (desired)
Three or more years of financial services and/or sales experience (desired)
Additional professional designations such as CFP and/or CRPC (desired)
Insurance licenses (desired)
High School Diploma, GED, Secondary School, or equivalent
SAFE Act registration and required SAFE Act background check

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities
Paid time off
Resources and support for employees