Bank of America
Financial Solutions Advisor - Northwest Arkansas Area
Springdale +3 · Full-time · Posted Oct 5, 2026
- Location
- Springdale
Bentonville
Rogers
Fayetteville - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-driven sales environment. Desired: at least three years in financial services and/or a goal-driven sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and investment recommendations, develops financial plans, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ goals.
- Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds.
- Identify prospective clients, manage risk, and coach referral partners on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65; if missing Series 66, must pass the missing series within 60 days of an offer.
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bilingual Spanish speaking.
- At least three years of experience in financial services and/or a sales environment; additional professional designations or insurance licenses.
Model-written summary · the original posting is authoritative