Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing customized financial solutions to clients at Bank of America. Supporting financial goals through comprehensive advice and referrals while achieving industry licenses.

Posted 7/15/2026full-timeGaithersburg • Maryland • 🇺🇸 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 financial goals through customized solutions. Proficient in navigating complex environments while maintaining a results-driven approach and effective communication.

Highest-signal resume keywords

Client Relationship ManagementFinancial AdvisoryTime ManagementEffective CommunicationResults-Driven Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Goal AssessmentInvestment Product RecommendationResidential Mortgage LoansSAFE Act ComplianceIndustry License Acquisition

Soft Skills

Self-DisciplineCollaborationAdaptability

Industry Keywords

Client Needs AssessmentLead TriagingCustomized SolutionsFast-Paced Environment

About the role

Key responsibilities & impact

Provides comprehensive advice and customized solutions to clients to achieve their financial goals
Triages client leads and makes referrals to business partners based on client needs and asset thresholds
Meets with clients to review financial and investment goals and recommend products
Applies and expands knowledge by completing required licenses and trainings
May be responsible for residential mortgage loans and 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

Industry-leading benefits
Access to paid time off
Resources and support to employees for genuine impact and contributions to business growth