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Financial Solutions Advisor – Consumer Investments
Bank of America. Provide comprehensive advice and customized solutions to clients to help achieve financial goals .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and client relationship management, with a strong focus on achieving client financial goals through tailored investment strategies and effective communication. Holds necessary industry licenses and maintains compliance with regulatory requirements.
Highest-signal resume keywords
Financial PlanningClient Relationship ManagementInvestment StrategiesIndustry LicensesRisk Mitigation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisBrokerage ProductsInvestment RecommendationsRisk ControlTime Management
Soft Skills
Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability
Certifications & Qualifications
FINRA Securities Industry Essentials (SIE)SAFE Act Registration
Industry Keywords
Financial ServicesClient GoalsMutual FundsStocksBondsAnnuitiesBanking SolutionsSales ExperienceFederal Registry SystemResidential Mortgage Loan Originations
About the role
Key responsibilities & impact- Provide comprehensive advice and customized solutions to clients to help achieve financial goals
- Build financial plans using brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommend banking and investment strategies aligned with client goals and needs
- Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds
- Meet with clients to review financial and investment goals and recommend products
- Identify and engage potential new clients through referrals or financial center clientele
- Mitigate and control risk as part of daily activities
- Apply and expand knowledge by completing required licenses and trainings
Requirements
What you’ll need- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Ability to execute multiple tasks simultaneously
- Ability to learn and adapt to new technology or applications
- Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
- Must complete required licenses and trainings
- SAFE Act registration and required SAFE Act background check
- Must register with the federal registry system and remain in good standing if engaged in residential mortgage loan originations
- Currently holds FINRA Securities Industry Essentials (SIE) (desired)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired)
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- In-office culture supporting collaboration, engagement, and career development