Financial Solutions Advisor – Consumer Investments

Bank of America

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

Posted 11/6/2026full-timeCharleston • South Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and investment strategies, leveraging Series 7 and 66 licenses to provide tailored solutions that align with client goals. Excels in relationship building, effective communication, and risk management within the financial services industry.

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 PlanningInvestment StrategiesRisk MitigationGoal SettingClient Needs Assessment

Soft Skills

Effective CommunicationRelationship BuildingCollaborationTime ManagementAdaptability

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustryBrokerage ProductsStocksBondsMutual FundsAnnuitiesSales EnvironmentRegulatory ComplianceClient Solutions

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help 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, and banking and money managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Mitigate and control risk during daily activities
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners based on client needs and recommended product services
Apply and expand knowledge through required licenses and trainings
Complete SAFE Act registration and required background check where applicable

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 goal-setting and achievement ability
Ability to build and nurture strong relationships
Ability to collaborate effectively with others
Effective and confident communication skills; comfortable engaging 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
Efficient time and capacity management
Thorough and thoughtful incorporation of relevant regulatory due diligence into daily activities and long-term client strategies
High school diploma, GED, secondary school, or equivalent
Series 7 and 66 or equivalent licenses are required
SAFE Act registration and required background check; must maintain registration in good standing

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture supporting collaboration, engagement, and career development
Full-time schedule with 40 hours per week