Financial Solutions Advisor

Bank of America

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

Posted 10/27/2026full-timeAnnapolis • Maryland • United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

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 MitigationBrokerage ProductsClient Goal Assessment

Soft Skills

Relationship BuildingEffective CommunicationGoal SettingCollaborationTime Management

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFP DesignationCRPC DesignationInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentRegulatory ComplianceClient Engagement

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 and internal service providers 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 or 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 applicable to residential mortgage loan origination

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or Series 63 and 65 in lieu of Series 66
If holding Series 63 or 65 instead of Series 66, must obtain a passing score for the missing series within 60 days as a condition of the offer
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
SAFE Act registration and required SAFE Act background check for residential mortgage loan originations
Must maintain SAFE Act registration in good standing
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 the right 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
Strong computer skills and ability to multitask in a demanding environment (desired)
Minimum of three years of financial services and/or sales-environment experience (desired)
CFP and/or CRPC designation (desired)
Insurance licenses (desired)
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities based on performance
Benefits eligibility
Paid time off
Resources and support for employees’ physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits
Opportunities to learn, grow, and build a career