Financial Solutions Advisor, Consumer Investments

Bank of America

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

Posted 10/13/2026full-timeRaleigh • North Carolina • 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 managing risk.

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 ProductsSales ExperienceRegulatory ComplianceTime ManagementGoal SettingClient EngagementMultitasking

Soft Skills

Effective CommunicationCollaborationRelationship BuildingAdaptabilityCoaching

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestments IndustrySAFE Act ComplianceClient ReferralsFinancial Goals

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help achieve financial goals
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, and 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
Provide coaching and feedback to referral partners
Mitigate and control risk in daily activities
Complete required licenses and trainings
Comply with SAFE Act registration and background-check 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 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
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Efficiently manages time and capacity
Incorporates relevant regulatory due diligence into daily activities and long-term client strategies
Must be able to work Monday through Friday and rotating Saturdays
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Strong computer skills with an ability to multitask in a demanding environment (desired)
Three or more years of experience in the financial service industry and/or a sales environment where goals were met or exceeded (desired)
Additional professional designations such as CFP and/or CRPC (desired)
Insurance licenses (desired)
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
Coaching and feedback from referral partners
Full-time schedule with 40 hours per week