Financial Solutions Advisor, Registration Candidate

Bank of America

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

Posted 9/29/2026full-timeVancouver • Washington • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing tailored financial advice and solutions, with a strong focus on client relationship management and risk mitigation. Proficient in building financial plans and executing investment strategies aligned with client goals.

Highest-signal resume keywords

Client Relationship ManagementFinancial PlanningInvestment StrategiesTime ManagementSAFE Act Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesBrokerage ProductsRisk MitigationClient Needs Assessment

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act RegistrationRequired Industry Licenses

Industry Keywords

StocksBondsMutual FundsAnnuitiesBanking Solutions

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help achieve financial goals
Triage client leads and make referrals to business partners 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, including stocks, bonds, mutual funds, annuities, 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
Train at one financial center and potentially begin in a phone-based capacity until a financial center 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 interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required SAFE Act background check
Ability to complete required licenses and trainings

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Physical, emotional, and financial wellness support
Affordable, competitive, and flexible benefits