Financial Solutions Advisor – Consumer Investments

Bank of America

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

Posted 10/6/2026full-timeDallas • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial planning and investment strategies, leveraging Series 7 and Series 66 licenses to provide tailored solutions for clients. Proven ability to build relationships, manage goals, and navigate complex financial environments while ensuring compliance with regulatory standards.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationGoal SettingRegulatory Compliance

Soft Skills

Effective CommunicationRelationship BuildingCollaborationTime ManagementAdaptability

Tools & Technologies

Brokerage ProductsMoney-Managed SolutionsBanking Solutions

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial GoalsInvestment ProductsClient EngagementSales EnvironmentSAFE Act Compliance

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to help clients achieve financial goals
Triage client leads and requests
Make referrals to 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, 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
Coach and provide feedback to referral partners
Apply and expand knowledge through required licenses and training

Requirements

What you’ll need

Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
If holding only Series 63 or Series 65, must pass the missing series within 60 days as a condition of the offer
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded
High School Diploma, GED, Secondary School or equivalent
Subject to SAFE Act registration requirements, including required background check and registration process
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication skills
Ability to engage all clients
Ability to manage goals, navigate complexity, prioritize tasks and execute in a fast-paced environment
Willingness to learn, adapt to new information and seek appropriate client solutions
Ability to efficiently manage time and capacity
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Required training and license completion support implied by the role
Monday–Friday schedule with rotating Saturdays
40 hours per week
Potential phone-based work until a financial center location is determined within a reasonable commuting distance of home, as permitted by applicable law