Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized solutions to clients .

Posted 10/6/2026full-timeDallas • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing customized financial solutions and advice, with a strong focus on client relationship management and investment strategies. Holds necessary licenses and regulatory compliance to operate effectively in the financial services industry.

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 StrategiesRisk MitigationGoal SettingTime ManagementRegulatory ComplianceSales ExperienceMultitaskingCoachingBilingual Spanish

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityProblem Solving

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestment IndustryBrokerage ProductsClient EngagementSAFE Act Registration

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients
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, 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
Provide coaching and feedback to referral partners
Complete required licenses and training
Register under the SAFE Act and maintain required registration
Train at one financial center and potentially begin in a phone-based capacity until a financial center location is determined within reasonable commuting distance

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
If holding Series 63 or 65 instead of 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 service 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 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 solutions for clients
Ability to efficiently manage time and capacity
Thoroughly incorporate relevant regulatory due diligence into daily activities and long-term client strategies
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration, background check, and continued good standing required
Bilingual Spanish speaking is desired
Strong computer skills and ability to multitask is desired
Three years’ experience in financial services and/or sales is desired
CFP and/or CRPC designation is desired
Insurance licenses are desired

Benefits

Comp & perks

Affordable, competitive, and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Coaching and feedback from referral partners
Monday–Friday schedule with rotating Saturdays
First shift schedule
40 hours per week