Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing comprehensive solutions for clients' financial goals. Focus on investments, referrals, and financial planning in a team-oriented environment.

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

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Applicant 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