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Financial Solutions Advisor
Bank of America. Provide comprehensive advice and customized solutions to clients .
Posted 5/14/2026full-timeSanta Rosa • California • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite
About the role
Key responsibilities & impact- Provide comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals to business partners
- Meeting clients to review financial and investment goals
- Building financial plans and recommending brokerage products
Requirements
What you’ll need- Currently holds Series 7 & 66 licenses (or 63 & 65 in lieu of 66)
- At least one year experience in the investments industry
- At least one year experience working in the financial service industry and/or a sales environment
- Strong computer skills
- Ability to multitask in a demanding environment
Benefits
Comp & perks- Health insurance
- Paid time off
- Industry-leading benefits and resources to support employees
- Opportunities for professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
multitaskingclient relationship management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license