Financial Solutions Advisor – Registration Candidate

Bank of America

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

Posted 10/5/2026full-timeSeattle • Washington • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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 maintaining compliance within the financial services industry.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementFINRA Securities Industry Essentials (SIE)Risk MitigationTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Brokerage ProductsInvestment StrategiesFinancial AnalysisRisk ControlClient Needs Assessment

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetAdaptability

Certifications & Qualifications

Required Industry LicensesSAFE Act Registration

Industry Keywords

Financial ServicesClient EngagementSales ExperienceFinancial GoalsInvestment Products

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to help clients achieve financial 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
Triage client leads and requests
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
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Complete required licenses and training
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined

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 clients’ interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Minimum high school diploma, GED, secondary school, or equivalent
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience is desired
FINRA Securities Industry Essentials (SIE) is desired
Must complete required licenses and trainings
Must register with the federal registry system and remain in good standing under SAFE Act requirements
Must submit to the required SAFE Act background check
Must work within a reasonable commuting distance of the assigned financial center, as applicable

Benefits

Comp & perks

Affordable, competitive, and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Resources and support to employees
Base salary compensation
Benefits eligibility