Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing customized financial solutions. Engaging clients to achieve financial goals through comprehensive advice and recommendations.

Posted 4/15/2026full-timeManteca • California • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients
Triage client leads and refer to business partners
Build financial plans and recommend brokerage products
Meet clients to review financial and investment goals

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
At least one year experience in the investments industry
At least one year experience in the financial service industry and/or sales environment
Strong computer skills with ability to multitask
Additional professional designations such as CFP or CRPC are desired
Must be thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and strategies for clients

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support for employees

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningbrokerage productsregulatory due diligence

Soft Skills

client relationship managementmultitaskingthoroughnessthoughtfulness

Certifications

Series 7Series 66Series 63Series 65CFPCRPC