Financial Solutions Advisor

Bank of America

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and investment strategies, leveraging strong relationship-building and communication skills to achieve client financial goals. Holds necessary licenses and applies regulatory knowledge to ensure compliance and risk management.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningClient Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationBrokerage ProductsClient Needs AssessmentSales ExperienceRegulatory ComplianceGoal AchievementTime ManagementAdaptability

Soft Skills

Relationship BuildingCollaborationCommunicationClient EngagementCoaching

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestments IndustryBrokerage ProductsMutual FundsStocksBondsAnnuitiesMoney-Managed SolutionsClient ReferralsFinancial Goals

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help them 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
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners
Mitigate and control risk as part of daily activities
Apply and expand knowledge through required licenses and trainings

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses; 63 and 65 may be accepted in lieu of 66 under the stated 60-day condition
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Strong goal achievement, relationship-building, collaboration, communication, time management, adaptability, and client engagement abilities
Ability to navigate complexity, prioritize tasks, and execute in a fast-paced environment
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
SAFE Act registration and required background check for residential mortgage loan originations
Ability to complete required licenses and trainings

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities