Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 10/6/2026full-timeLubbock • 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 regulatory compliance. Proficient in building financial plans and navigating the investments industry while achieving sales goals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsInvestment StrategiesRisk MitigationBrokerage ProductsSales ExperienceRegulatory ComplianceGoal SettingTime ManagementMultitasking

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityFeedback Coaching

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestments IndustrySAFE Act ComplianceClient EngagementFinancial Planning

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 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
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners
Mitigate and control risk in daily activities
Complete required training and licensing
Register for and maintain SAFE Act compliance

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66
If holding only Series 63 or 65, obtain a passing score for 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
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, background check, and registration process
Must maintain SAFE Act registration in good standing
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication skills
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Ability to learn, adapt to new information, and identify appropriate client solutions
Efficient time and capacity management
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Spanish bilingual ability preferred
Strong computer skills and ability to multitask preferred
Three years of financial services and/or sales experience preferred
CFP and/or CRPC designation preferred
Insurance licenses preferred

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Training and required licensing support
Potential phone-based work capacity until a financial center location is determined
Monday–Friday schedule with rotating Saturdays
40 hours per week