Financial Solutions Advisor, Consumer Investments

Bank of America

. Works 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-timeNewnan • 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 relationship management and regulatory compliance. Holds necessary licenses and certifications to provide comprehensive financial services and achieve client goals.

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 ProductsTime ManagementRegulatory ComplianceSales ExperienceGoal AchievementClient EngagementMultitasking

Soft Skills

Effective CommunicationCollaborationRelationship BuildingAdaptabilityCoaching

Certifications & Qualifications

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

Industry Keywords

Financial ServicesInvestments IndustryBrokerage ProductsMutual FundsStocksBondsAnnuitiesSales EnvironmentSAFE Act RegistrationClient Financial Goals

About the role

Key responsibilities & impact

Works 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
Recommends banking and investment strategies aligned with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on client needs and recommended product services
Reviews financial and investment goals with clients
Recommends brokerage products
Completes required licenses and training

Requirements

What you’ll need

Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
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
Sets and accomplishes goals, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Efficiently manages time and capacity
Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Must be able to work Monday through Friday and rotating Saturdays
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required SAFE Act background check
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

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities
40 hours per week