Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing customized solutions to clients at Bank of America. Helping clients achieve financial goals and managing investments while ensuring compliance with regulations.

Posted 7/8/2026full-timeTucson • Arizona • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Works with clients to plan their short and long-term financial goals
Recommends banking and investments strategies that align with client financial goals
Triages client requests and makes referrals to appropriate internal service providers
Identifies and engages potential new clients through referrals
Provides coaching and feedback to referral partners

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
At least one year experience in the investments industry
At least one year experience working in the financial service industry
Builds and nurtures strong relationships
Communicates effectively and confidently
Efficiently manages time and capacity
Thorough and thoughtful in incorporating regulatory due diligence into client strategies

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Bonuses
Wellness programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial PlanningInvestment StrategiesClient EngagementTime ManagementRegulatory Compliance

Soft Skills

Effective CommunicationRelationship BuildingCoaching and Feedback

Certifications

Series 7 LicenseSeries 66 License