Financial Solutions Advisor, Consumer Investments

Bank of America

Financial Solutions Advisor at Bank of America providing clients with customized solutions to achieve their financial goals. Building financial plans and recommending brokerage products based on client needs and asset thresholds.

Posted 7/28/2026full-timeRaleigh • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing tailored financial advice and solutions, with a strong focus on client relationship management and achieving financial goals. Holds necessary licenses and certifications to effectively guide clients in their financial planning and investment strategies.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseFinancial PlanningClient Relationship ManagementSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategyMultitaskingBrokerage ProductsClient Needs Assessment

Soft Skills

CommunicationProblem-SolvingInterpersonal Skills

Certifications & Qualifications

Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)Insurance Licenses

Industry Keywords

Financial ServicesSales EnvironmentClient GoalsAsset Thresholds

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Triaging client leads and making referrals to business partners based on client needs and asset thresholds
Meeting with clients to review financial and investment goals
Building a financial plan and recommending brokerage products
Applying and expanding knowledge by completing required licenses and trainings

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Strong computer skills with an ability to multitask in a demanding environment
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Obtained your insurance licenses.

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Health insurance
Paid time off