Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing financial advice through comprehensive client solutions. Building financial plans while working in an inclusive and growth-oriented environment.

Posted 6/13/2026full-timeAlpharetta • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients.
Triaging client leads and making referrals to business partners.
Meeting with clients to review financial and investment goals.
Building financial plans and recommending brokerage products.

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Has at least one year experience in the investments industry.
Has at least one year experience working in the financial service industry and/or a sales environment.
Sets and accomplishes goals.
Builds and nurtures strong relationships.
Collaborates effectively with others.
Communicates effectively and confidently.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn and seeks the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence.

Benefits

Comp & perks

Bank of America is committed to being an inclusive workplace
Opportunities to learn, grow, and make an impact

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningbrokerage productsinvestment goalsclient lead triaging

Soft Skills

goal settingrelationship buildingcollaborationeffective communicationtime managementproblem solvingadaptability

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license