Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 10/23/2026full-timeVero Beach • Florida • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing customized financial solutions and advice, with a strong focus on building client relationships and achieving financial goals. Proficient in risk management and regulatory compliance 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 SolutionsInvestment StrategiesRisk MitigationBrokerage ProductsGoal SettingRegulatory ComplianceTime ManagementMultitaskingSales ExperienceClient Engagement

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityCoaching

Certifications & Qualifications

CFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustrySAFE Act RegistrationClient ReferralsFinancial Center Clientele

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
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 in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners
Complete required licenses and training
Maintain required SAFE Act registration and comply with the registration process

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66); if holding only Series 63 or 65, must pass the missing series within 60 days of 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 services 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
Effective and confident communication; comfort 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
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment
At least three years of experience in the financial services industry and/or a sales environment where goals were met or exceeded (desired)
CFP and/or CRPC designation (desired)
Insurance licenses (desired)
SAFE Act registration, background check, and good standing required

Benefits

Comp & perks

Competitive benefits supporting physical, emotional, and financial well-being
Flexibility depending on the role
Opportunities to learn, grow, and make an impact
Investment in teammates and their families