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Financial Solutions Advisor
Bank of America. Provide comprehensive advice and customized solutions to clients to help achieve financial goals .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing tailored financial advice and solutions, with a strong focus on client relationship management and risk mitigation. Proficient in navigating complex financial products and maintaining compliance with industry regulations, including SAFE Act requirements.
Highest-signal resume keywords
Client Relationship ManagementFinancial PlanningSAFE Act ComplianceFINRA Securities Industry Essentials (SIE)Time Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment StrategiesRisk MitigationBanking ProductsBrokerage SolutionsMoney ManagementClient Needs AssessmentLead TriageMortgage LoansAsset Thresholds
Soft Skills
Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetAdaptability
Certifications & Qualifications
SAFE Act RegistrationFINRA Securities Industry Essentials (SIE)
Industry Keywords
Financial ServicesInvestment GoalsClient LeadsMutual FundsStocksBondsAnnuitiesFinancial Center ClientelePeer RelationshipsComplex 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
- Recommend banking, investment, brokerage, and money management products and strategies
- Build financial plans using stocks, bonds, mutual funds, annuities, banking, and money management solutions
- Mitigate and control risk in daily activities
- Identify and engage potential new clients through referrals or financial center clientele
- Complete required licenses and trainings
- Potentially provide residential mortgage loans subject to SAFE Act requirements
Requirements
What you’ll need- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience cultivating client relationships, assessing needs, and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Results-driven mindset while prioritizing clients' interests in a complex, fast-paced environment
- Ability to execute multiple tasks simultaneously
- Ability to learn and adapt to new technology or applications
- Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
- Must complete required licenses and trainings
- SAFE Act registration and required SAFE Act background check
- Must maintain SAFE Act registration in good standing
- Must be able to work within a reasonable commuting distance of home, as applicable
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience (desired)
- FINRA Securities Industry Essentials (SIE) currently held (desired)
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- Training at one financial center
- Phone-based work capacity potentially available until a financial center location is determined
- 40 hours per week
- 1st shift