Financial Solutions Advisor

Bank of America

. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions .

Posted 5/13/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele

Requirements

What you’ll need

Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Strong computer skills with an ability to multitask in a demanding environment
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

Benefits

Comp & perks

inclusive workplace
attracting and developing exceptional talent
supporting our teammates’ physical, emotional, and financial wellness
recognizing and rewarding performance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment strategiesrisk mitigationbrokerage productsstocksbondsmutual fundsannuitiesbanking solutionsmoney management

Soft Skills

client engagementmultitaskingcommunicationreferral managementgoal orientationproblem-solvingrelationship buildingservice orientationadaptabilitytime management

Certifications

Series 7Series 66Series 63Series 65Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)