Financial Solutions Advisor, Consumer Investments

Bank of America

. Work with clients to plan short- and long-term financial goals by building financial plans with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions .

Posted 10/7/2026full-timeBradenton • Florida • 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 engagement and risk management. Holds necessary licenses and certifications to provide comprehensive financial services and meet regulatory requirements.

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 ProductsClient Needs AssessmentSales ExperienceMultitaskingCompliance with SAFE ActFinancial Goal SettingCoaching and Feedback

Soft Skills

Client EngagementCommunicationProblem SolvingCoachingTeam Collaboration

Certifications & Qualifications

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

Industry Keywords

Financial ServicesInvestments IndustryBrokerage ProductsSales EnvironmentClient Referrals

About the role

Key responsibilities & impact

Work with clients to plan short- and long-term financial goals by building financial plans with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommend banking and investment strategies aligned with client financial goals and needs
Triage client requests and refer them to appropriate internal service providers based on client needs and asset thresholds
Mitigate and control risk as part of daily activities
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners based on client needs and recommended product services
Meet with clients to review financial and investment goals
Recommend brokerage products
Complete required licenses and trainings
Comply with SAFE Act registration and background check requirements for 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
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 experience in the financial service industry and/or a sales environment where goals were met or exceeded (desired)
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) (desired)
Obtained insurance licenses (desired)
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Professional development through required licenses and trainings