Financial Solutions Advisor – Registration Candidate

Bank of America

Financial Solutions Advisor providing customized financial advice and planning for clients at Bank of America. Responsibilities include triaging client leads and recommending products to meet financial goals.

Posted 7/2/2026full-timeBoise • Idaho • 🇺🇸 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 navigating complex financial environments while effectively communicating and collaborating with clients and peers.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementRisk MitigationFINRA Securities Industry Essentials (SIE)Investment Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment RecommendationsBrokerage ProductsTime ManagementClient Needs Assessment

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)

Industry Keywords

StocksBondsMutual FundsAnnuitiesBanking Solutions

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
Currently holds FINRA Securities Industry Essentials (SIE)

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development