Bank of America
Financial Solutions Advisor - Little Rock Area
Little Rock +1 · Full-time · Posted Oct 5, 2026
- Location
- Little Rock
North Little Rock - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized solutions to clients by building financial plans, recommending banking and investment strategies, and referring clients to appropriate business partners.
What you'll do
- Reviews clients’ financial goals and builds plans using brokerage, banking, and money-managed solutions.
- Recommends strategies and products aligned with client needs, and triages requests to internal service providers.
- Identifies prospective clients, manages risk, and coaches referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); a missing Series 66 may be obtained within 60 days after an offer if the candidate holds Series 63 or 65.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Spanish bilingual; strong computer skills and ability to multitask.
- At least three years of financial-services and/or goal-based sales experience; CFP or CRPC designation; or insurance licenses.
Model-written summary · the original posting is authoritative