Financial Solutions Advisor – Wealth Management

Bank of America

. Partner with Financial Advisors to identify Consumer Investment deepening opportunities .

Posted 10/20/2026full-timeBoulder • Colorado • United StatesJunior💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Consumer Investment products and services, providing tailored financial advice and solutions to clients. Effectively manages client relationships while ensuring compliance with regulatory requirements and achieving sales goals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseRelationship ManagementFinancial Services ExperienceClient Advocacy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consumer Investment KnowledgeAccount OpeningClient Issue ResolutionInvestment Product EducationSales Goal Achievement

Soft Skills

Effective CommunicationTime ManagementCollaborationAdaptabilityRelationship Building

Tools & Technologies

Merrill Financial Advisor PlatformInvestment Banking ProductsClient Management Systems

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseCFPCRPC

Industry Keywords

Financial ServicesSAFE Act ComplianceResidential Mortgage Loan OriginationsClient AdvocacySales Environment

About the role

Key responsibilities & impact

Partner with Financial Advisors to identify Consumer Investment deepening opportunities
Support Financial Advisors with client conversations and scenarios related to Consumer Investment products and services
Educate potential and existing clients about Enterprise investment and banking products and services
Assist with account opening and fulfillment
Educate Financial Advisors on the Consumer Investments platform, products and services
Provide basic service and support for self-directed clients in a Merrill Financial Advisor Household
Manage the book and conduct annual reviews
Deepen relationships through investment, banking and prospect acquisition
Provide advice and customized solutions to help clients achieve financial goals
Research, manage and communicate resolution of client issues
Comply with SAFE Act registration and background-check requirements for residential mortgage loan originations

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Depth and breadth of relationship management product/solutions knowledge and experience
Acts as a client advocate
Is a self-starter who efficiently manages time and capacity
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Incorporates relevant regulatory due diligence into daily activities and long-term strategies for clients
High School Diploma / GED / Secondary School or equivalent
Strong computer skills and ability to multitask in a demanding environment
Bachelor's degree preferably in a business-related field (desired)
Additional professional designations such as CFP and/or CRPC (desired)

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support for employees
Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities, based on performance against defined metrics
In-office flexibility based on role-specific responsibilities and business needs