Financial Solutions Advisor, Consumer Investments

Bank of America

. Provide comprehensive financial advice and customized solutions to clients .

Posted 10/13/2026full-timeAtlanta • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing financial advice and customized solutions, with a strong focus on client engagement and risk mitigation. Proficient in utilizing investment products and strategies to meet client goals while maintaining compliance with regulatory requirements.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceSAFE Act Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment Strategy DevelopmentRisk MitigationClient Relationship ManagementMultitasking in Demanding Environments

Soft Skills

Coaching and FeedbackClient EngagementCommunication Skills

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestment IndustryBrokerage ProductsStocksBondsMutual FundsAnnuitiesBankingMoney ManagementSales Environment

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized 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 management solutions
Recommend banking and investment strategies aligned with client goals and needs
Identify and engage potential new clients through referrals and financial center clientele
Coach and provide feedback to referral partners
Mitigate and control risk in daily activities
Incorporate regulatory due diligence into client strategies
Complete required licenses and training
Register for and maintain SAFE Act registration when engaged in residential mortgage loan origination

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
Must be able to work Monday through Friday and rotating Saturdays
Strong computer skills and ability to multitask in a demanding environment
Three or more years of financial services and/or sales experience preferred
Additional professional designations such as CFP and/or CRPC preferred
Insurance licenses preferred
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required background check
Ability to work 40 hours per week on first shift

Benefits

Comp & perks

Affordable, competitive, and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
In-office culture supporting collaboration, engagement, and career development
Required training and license completion opportunities