Financial Solutions Advisor – Bi-lingual Spanish Required

Bank of America

Financial Solutions Advisor role at Bank of America. Assisting clients in building and managing their financial relationships through essential training and development.

Posted 7/14/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and financial advisory services, with a strong focus on obtaining necessary securities industry licenses and delivering tailored banking and investment solutions. Proven ability to thrive in a fast-paced environment while executing multiple tasks and adapting to new technologies.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Client Relationship ManagementEffective CommunicationTime ManagementResults-Driven Mindset

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

Self-DisciplineCollaborationAdaptability

Certifications & Qualifications

Securities Industry Licenses

Industry Keywords

Financial AdvisoryBanking SolutionsInvestment SolutionsClient Needs AssessmentStrategy Recommendation

About the role

Key responsibilities & impact

Obtaining your Securities Industry licenses.
Dedicated and personalized classes for Securities Industry Essentials (SIE), Series 7 and Series 66 Exams.
Learning foundational skills to be an advisor—acquiring, building and managing client relationships.
Working in a financial center to deliver Bank of America’s banking and investment solutions.
Providing end-to-end comprehensive advice and recommending strategies to help clients achieve financial goals.
Collaborating with core banking and investment partners.

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