Financial Solutions Advisor, Consumer Investments

Bank of America

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

Posted 10/13/2026full-timeAlpharetta • 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. Proficient in utilizing brokerage products to meet client financial goals while effectively managing risk and navigating complex environments.

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 AssessmentGoal SettingRegulatory ComplianceTime ManagementSales ExperienceMultitasking

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityProblem Solving

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustrySAFE Act ComplianceClient EngagementSales Environment

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 internal business and service 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, banking, and money-managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Recommend brokerage products
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals and financial center clientele
Provide coaching and feedback to referral partners
Complete required licenses and training
Comply with SAFE Act registration and background-check requirements when originating residential mortgage loans

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
Ability to set and accomplish goals
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 solutions for clients
Ability to efficiently manage time and capacity
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
Must be able to work Monday through Friday and rotating Saturdays
High school diploma, GED, secondary school, or equivalent
SAFE Act registration and required background check
Strong computer skills and ability to multitask in a demanding environment (desired)
Three or more years of financial services and/or sales experience (desired)
CFP and/or CRPC designation (desired)
Insurance licenses (desired)

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 culture
In-office flexibility based on role-specific responsibilities and business needs