Financial Solutions Advisor

Bank of America

Financial Solutions Advisor guiding clients in financial planning and investment solutions at Bank of America. Managing client relationships while obtaining necessary financial licenses and training for career advancement.

Posted 7/3/2026full-timeRaleigh • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Obtain Securities Industry licenses including SIE, Series 7 and Series 66 Exams
Build and manage client relationships
Guide clients with financial advice and solutions
Work in a financial center delivering banking and investment solutions
Provide comprehensive advice and client reviews
Collaborate with banking and investment partners
Meet performance milestones for career progression

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
SIE (Securities Industry Essentials)

Benefits

Comp & perks

affordable, competitive and flexible benefits
health insurance
retirement plans
paid time off
professional development
world-class training and on-boarding programs

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications

SIE (Securities Industry Essentials)Series 7 LicenseSeries 66 License