Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized solutions to clients .

Posted 10/13/2026full-timeDumfries • Virginia • United StatesJunior💰 $65,000 - $75,000 per yearWebsite

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. Proficient in utilizing brokerage products and banking solutions to meet client financial goals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseFinancial PlanningClient Relationship ManagementRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategiesRisk MitigationGoal SettingTime Management

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityMultitasking

Tools & Technologies

Brokerage ProductsBanking SolutionsMoney Management Solutions

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCSAFE Act Registration

Industry Keywords

Financial ServicesSales EnvironmentClient GoalsInvestment ProductsRegulatory Due Diligence

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients
Plan clients’ short- and long-term financial goals using brokerage products, banking solutions, and money management solutions
Build financial plans involving stocks, bonds, mutual funds, annuities, and related products
Recommend banking and investment strategies aligned with client goals and needs
Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds
Meet with clients to review financial and investment goals and recommend products
Identify and engage potential new clients through referrals or financial center clientele
Mitigate and control risk in daily activities
Complete required licenses and trainings
Register with the federal SAFE Act registry and maintain good standing where applicable

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
Minimum of one year of experience working 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
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn and adapt to new information
Efficient time and capacity management
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required background check
Strong computer skills and ability to multitask in a demanding environment
Additional professional designations such as CFP and/or CRPC are 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
Paid time off
Resources and support for employees
Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities based on performance