Financial Solutions Advisor

Bank of America

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

Posted 10/26/2026full-timeColleyville • Texas • 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. Holds necessary licenses and certifications to provide tailored financial solutions and mitigate risks effectively.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceSAFE Act Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationClient Relationship ManagementGoal SettingRegulatory Due DiligenceSales ExperienceBrokerage Products KnowledgeMultitaskingTime Management

Soft Skills

Effective CommunicationCollaborationAdaptabilityRelationship BuildingCapacity Management

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial GoalsInvestment ProductsClient LeadsFinancial Center ClienteleBrokerage ProductsAnnuitiesMutual FundsStocksBondsSales Environment

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to help clients 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 needs
Identify and engage potential new clients through referrals and financial center clientele
Coach and provide feedback to referral partners
Mitigate and control risk in daily activities
Complete required licenses and training
Maintain SAFE Act registration and good standing

Requirements

What you’ll need

Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
If holding Series 63 or Series 65 but not Series 66, must obtain a passing score for 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 services industry and/or a sales environment where goals were met or exceeded
SAFE Act registration and required background check for residential loan mortgage originations
High School Diploma / GED / Secondary School or equivalent
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Effective collaboration and communication skills
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn and adapt to new information
Effective time and capacity management
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
Desired: Bi-lingual Spanish speaking
Desired: Strong computer skills with ability to multitask
Desired: At least three years’ experience in financial services and/or a sales environment
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
Training and required licenses
Monday–Friday schedule with rotating Saturdays
40 hours per week