Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing customized financial advice and solutions to help clients achieve financial goals. Responsible for triaging client leads and referring them to business partners.

Posted 4/21/2026full-timeCosta Mesa • California • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Provides comprehensive advice and customized solutions to clients.
Triages client leads and makes referrals to business partners.
Meets with clients to review financial and investment goals.
Builds financial plans and recommends brokerage products.

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Has at least one year experience in the investments industry.
Has at least one year experience working in the financial service industry and/or a sales environment.
Sets and accomplishes goals.
Builds and nurtures strong relationships.
Collaborates effectively with others.
Communicates effectively and confidently.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence.

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

goal settingrelationship buildingcollaborationcommunicationtime managementregulatory due diligence

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license