Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America, providing customized financial advice and solutions. Responsible for triaging client leads and meeting investment goals through comprehensive financial planning.

Posted 7/14/2026full-timeRichmond • Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

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, with a strong focus on achieving client goals through customized solutions. Proficient in obtaining industry licenses and adapting to new technologies while maintaining a results-driven approach in a fast-paced environment.

Highest-signal resume keywords

Client Relationship ManagementFinancial AdvisoryIndustry LicensesEffective CommunicationTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Self-DisciplineCollaborationResults-Driven MindsetAdaptability

Certifications & Qualifications

SAFE Act Registration

Industry Keywords

Financial GoalsInvestment GoalsResidential Mortgage LoansClient Needs AssessmentPeer Relationships

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Triaging client leads, making referrals to business partners based on client needs and asset thresholds
Meeting with clients to review financial and investment goals and recommend products
Applying and expanding knowledge by completing required licenses and trainings
May be responsible for the provision of residential mortgage loans, subject to SAFE Act registration requirements

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, assessing 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

Affordable, competitive and flexible benefits
Access to paid time off
Resources and support to employees