Financial Solutions Advisor

Bank of America

Financial Solutions Advisor offering customized financial solutions to clients at Bank of America. Engaging clients, assessing their needs, and recommending investment strategies in a collaborative environment.

Posted 8/1/2026full-timeCharleston • South Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and risk mitigation. Proficient in adapting to new technologies while executing multiple tasks in a fast-paced environment.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementRisk MitigationEffective CommunicationTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Brokerage ProductsStocksBondsMutual FundsAnnuitiesBanking SolutionsInvestment StrategiesClient Needs AssessmentFinancial Goal PlanningAsset Thresholds

Soft Skills

Self-DisciplineCollaborationResults-Driven MindsetAdaptabilityEffective Communication

Certifications & Qualifications

Industry Licenses

Industry Keywords

Financial GoalsClient EngagementRisk ControlReferralsFinancial Center

About the role

Key responsibilities & impact

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele

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