Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America delivering core banking and investment solutions. Building client relationships and obtaining necessary industry licenses in the financial services sector.

Posted 5/14/2026full-timeHouston • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Obtain Securities Industry licenses and complete training programs
Build and manage client relationships while offering financial advice
Deliver Bank of America’s core banking and investment solutions in financial centers
Collaborate with core banking and investment partners to connect clients to solutions

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, accessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible working arrangements
Professional development

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Securities Industry licensesfinancial advicebanking solutionsinvestment solutions

Soft Skills

self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability