Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing customized financial solutions and advice, with a strong focus on client relationship management and compliance with regulatory requirements. Proficient in building financial plans and recommending investment strategies aligned with client goals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceSAFE Act Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment Strategy RecommendationRisk MitigationClient Lead TriageBrokerage Product Knowledge

Soft Skills

Relationship BuildingEffective CommunicationCollaboration SkillsGoal ManagementTime Management

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestment IndustryBrokerage ProductsAnnuitiesMutual Funds

About the role

Key responsibilities & impact

Provide comprehensive advice and customized financial solutions to clients
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 goals and needs
Recommend brokerage products
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals and financial-center clientele
Coach and provide feedback to referral partners
Complete required licenses and training
Comply with SAFE Act registration and background-check requirements

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66
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 in the financial services industry and/or a sales environment where goals were met or exceeded
High School Diploma, GED, Secondary School or equivalent
SAFE Act registration, background check, and continued good standing required
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
Ability to learn, adapt to new information, and seek appropriate solutions for clients
Efficient time and capacity management
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment (desired)
At least three years of financial services and/or sales-environment experience (desired)
Additional professional designations such as CFP and/or CRPC (desired)
Insurance licenses (desired)
Bi-lingual Spanish speaking (desired)

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
Monday–Friday schedule with rotating Saturdays
40 hours per week