Financial Solutions Advisor

Bank of America

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

Posted 10/6/2026full-timeAlbuquerque • New Mexico • 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 achieve 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 StrategiesBrokerage ProductsRisk MitigationGoal SettingRegulatory ComplianceTime ManagementSales ExperienceMultitaskingSpanish Proficiency

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityFeedback Coaching

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestment IndustrySAFE Act ComplianceClient SolutionsFinancial Goals

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help achieve their 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, and banking and money managed solutions
Recommend brokerage products and 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
Coach and provide feedback to referral partners
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined within a reasonable commuting distance

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66
If missing Series 66 but holding Series 63 or 65, must pass the missing series within 60 days as a condition of the offer
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
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, including federal registry registration, background check, and maintaining good standing
High School Diploma / GED / Secondary School or equivalent
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
Willingness to learn, adapt to new information, and find appropriate client solutions
Ability to efficiently manage time and capacity
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment (desired)
Spanish bilingual proficiency (desired)
At least three years of financial services and/or sales experience (desired)
Additional professional designations such as CFP and/or CRPC (desired)
Insurance licenses (desired)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Training and required licensing support
Potential phone-based work capacity until a financial center location is determined within a reasonable commuting distance