Financial Solutions Advisor, Consumer Investments

Bank of America

. Provide comprehensive financial advice and customized solutions to clients .

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 providing financial advice and customized solutions, with a strong focus on building client relationships and achieving financial goals. Proficient in navigating regulatory requirements and managing investment products effectively.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdviceInvestment StrategiesRisk MitigationGoal SettingBrokerage Products

Soft Skills

Effective CommunicationCollaborationAdaptabilityTime ManagementRelationship Building

Tools & Technologies

Financial SoftwareCRM Systems

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentRegulatory ComplianceClient Engagement

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, and banking and money-managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners
Mitigate and control risk in daily activities
Complete required licenses and training
Train at one financial center and potentially begin in a phone-based capacity until a financial center location is determined based on business needs

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses; Series 63 & 65 may be accepted in lieu of Series 66
If holding Series 63 or 65 instead of Series 66, must pass the missing series within 60 days
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 service industry and/or a sales environment where goals were met or exceeded
High School Diploma / GED / Secondary School or equivalent
Must complete required licenses and trainings
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 manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Adaptability and willingness to learn
Efficient time and capacity management
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Desired: Bi-lingual Spanish speaking
Desired: Strong computer skills and ability to multitask
Desired: At least three years’ experience in financial services and/or sales
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 make an impact
Required training and licensing support
Potential phone-based work capacity until a financial center location is determined
Monday–Friday schedule with rotating Saturdays
40 hours per week