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Financial Solutions Advisor
Bank of America. Provides comprehensive advice and customized solutions to clients.
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
✓ Tailor your resumeApplicant 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