Financial Solutions Advisor, Consumer Investments

Bank of America

. Provide comprehensive financial advice and customized solutions to clients .

Posted 10/13/2026full-timeRaleigh • North Carolina • 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 relationship-building and regulatory compliance. Proficient in utilizing investment products and strategies to meet client goals while managing risks effectively.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningRelationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesFinancial AnalysisRisk MitigationSales ExperienceClient Needs Assessment

Soft Skills

CollaborationCommunicationGoal ManagementTime ManagementAdaptability

Tools & Technologies

Brokerage ProductsFinancial Software

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustryClient EngagementSales EnvironmentRegulatory Due Diligence

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized solutions to clients
Triage client leads and requests
Make referrals to 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, banking, and money-managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Identify and engage potential new clients through referrals and financial center clientele
Provide coaching and feedback to referral partners
Mitigate and control risk in daily activities
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 licenses 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 relationship-building, collaboration, communication, goal-management, prioritization, adaptability, time-management, and regulatory due diligence skills
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
Desired: strong computer skills and multitasking ability
Desired: three or more years of financial service and/or sales experience
Desired: CFP and/or CRPC designation
Desired: insurance licenses

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