Financial Solutions Advisor – Wealth Management

Bank of America

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

Posted 10/20/2026full-timeUnited 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 financial advising, investment products, and client relationship management, while effectively communicating and educating clients and Financial Advisors on investment strategies and solutions.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseClient Relationship ManagementInvestment Product KnowledgeFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment KnowledgeFinancial Markets UnderstandingAccount ManagementRegulatory ComplianceGoal Setting and Achievement

Soft Skills

Effective CommunicationRelationship BuildingTime ManagementCollaborationAdaptability

Tools & Technologies

Consumer Investments PlatformFinancial Planning Software

Certifications & Qualifications

SAFE Act RegistrationCFPCRPC

Industry Keywords

Financial ServicesClient AdvocacySelf-Directed InvestingInvestment StrategiesSales Environment

About the role

Key responsibilities & impact

Provide advice and customized solutions to clients to help them achieve financial goals
Work with self-directed investors on investment and saving needs
Apply knowledge of investments, products, financial markets, policies, procedures, and processes to client investment needs
Manage, research, and communicate resolution of client issues
Achieve high client satisfaction and deepen relationships through a disciplined and responsible approach
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, deepening relationships through investment, banking, and prospect acquisition

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
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required SAFE Act background check
Strong computer skills and ability to multitask in a demanding environment (desired)
Bachelor’s degree, preferably in 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