Financial Solutions Advisor

Bank of America

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

Posted 10/7/2026full-timeArlington • Washington • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and client relationship management, with a strong focus on achieving client financial goals through customized solutions and effective communication. Proficient in navigating regulatory requirements and obtaining necessary industry licenses.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementSAFE Act RegistrationFINRA Securities Industry Essentials (SIE)Time Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategiesRisk MitigationBrokerage ProductsMortgage Loan Processing

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act RegistrationFINRA Securities Industry Essentials (SIE)

Industry Keywords

Financial ServicesClient Needs AssessmentInvestment GoalsAsset ThresholdsBrokerage Products

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 business partners and internal service providers based on client needs and asset thresholds
Meet with clients to review financial and investment goals and recommend products
Build financial plans using brokerage products such as stocks, bonds, mutual funds, annuities, banking, and money management 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
Complete required licenses and trainings
Potentially provide residential mortgage loans subject to SAFE Act requirements
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

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 client's interest in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Required High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required SAFE Act background check
Must register with the federal registry system and remain in good standing
Ability to complete required licenses and trainings
40 hours per week
FINRA Securities Industry Essentials (SIE) currently held (desired)
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Physical, emotional, and financial wellness support
Opportunities to learn, grow, and make an impact
Paid time off
Industry-leading benefits
Resources and support for employees