Financial Solutions Advisor – Consumer Investments

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 9/23/2026full-timeFort Worth • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing customized financial solutions and building client relationships while adhering to regulatory requirements. Proficient in risk mitigation and executing effective banking and investment strategies aligned with client goals.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementRisk MitigationSAFE Act RegistrationFINRA Securities Industry Essentials (SIE)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsInvestment StrategiesBrokerage ProductsStocksBondsMutual FundsAnnuitiesBankingMoney-Managed SolutionsClient Needs Assessment

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

SAFE Act RegistrationFINRA Securities Industry Essentials (SIE)

Industry Keywords

Financial ServicesClient LeadsAsset ThresholdsFinancial GoalsInvestment Goals

About the role

Key responsibilities & impact

Provide comprehensive advice and customized financial solutions to clients
Triage client leads and requests
Make referrals to internal business and service partners based on client needs and asset thresholds
Meet with clients to review financial and investment goals and recommend products
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
Complete required licenses and trainings
Register with the federal registry system and complete required SAFE Act background checks

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, assessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Results-driven mindset while prioritizing clients' interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Required SAFE Act registration and background check
Must maintain SAFE Act registration in good standing
Minimum one year of financial services industry or sales experience (desired qualification)
FINRA Securities Industry Essentials (SIE) currently held (desired qualification)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Inclusive workplace with career development opportunities