Financial Solutions Advisor

Bank of America

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

Posted 10/23/2026full-timeProvidence • Rhode Island • 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, utilizing knowledge of brokerage products to provide tailored solutions for clients. Holds necessary licenses and maintains compliance with regulatory requirements while effectively managing client relationships and achieving financial goals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment TrainingFinancial Goal SettingRisk MitigationBrokerage ProductsTime Management

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityGoal Accomplishment

Tools & Technologies

Financial SoftwareClient Management Systems

Certifications & Qualifications

Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)Insurance Licenses

Industry Keywords

Financial ServicesInvestment IndustrySAFE Act ComplianceSales EnvironmentClient Engagement

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals
Triage client leads and requests
Make referrals to business partners and appropriate 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 financial goals and needs
Mitigate and control risk as part of daily activities
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners based on client needs and recommended product services
Apply and expand knowledge by completing required licenses and trainings
Register with the federal registry system and maintain good standing under SAFE Act requirements when applicable

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 licenses in lieu of Series 66
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
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively with others
Effective and confident communication skills and comfort 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 strategies for clients
Must be able to work Monday through Friday and rotating Saturdays
High School Diploma / GED / Secondary School or equivalent
Strong computer skills and ability to multitask in a demanding environment
Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded (desired)
Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) (desired)
Insurance licenses (desired)
SAFE Act registration and required SAFE Act background check for employees engaged in residential mortgage loan originations

Benefits

Comp & perks

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