Financial Solutions Advisor – Consumer Investments

Bank of America

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

Posted 11/6/2026full-timeNashville • Tennessee • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing tailored financial advice and solutions, with a strong focus on client engagement and investment strategies. Holds necessary licenses and certifications while maintaining compliance with regulatory standards.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementCertified Financial Planner (CFP)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationBrokerage ProductsSales ExperienceRegulatory ComplianceMultitaskingClient Needs AssessmentReferral ManagementFinancial Goal Setting

Soft Skills

CoachingCommunicationClient EngagementFeedback ProvisionInterpersonal Skills

Certifications & Qualifications

Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)Insurance Licenses

Industry Keywords

Financial ServicesInvestment IndustrySAFE Act RegistrationClient Leads TriageFinancial Center Clientele

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help them achieve financial goals
Triage client leads and requests
Make referrals to business partners and internal service providers 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
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners
Complete required licenses and trainings and maintain applicable SAFE Act registration
Incorporate regulatory due diligence into daily activities and long-term client strategies

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 with an ability to multitask in a demanding environment
Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Obtained insurance licenses
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required background check for employees engaged in residential mortgage loan originations
Ability to work 40 hours per week on first shift

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