Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America guiding clients with investment solutions and core banking services. Obtaining necessary securities licenses and building client relationships at financial centers.

Posted 5/22/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

About the role

Key responsibilities & impact

Obtain your Securities Industry licenses including SIE, Series 7, Series 66
Acquire, build and manage client relationships
Consider client’s complex financial picture and provide guidance
Deliver Bank of America’s core banking, investment solutions, and client care
Work in a financial center after achieving key milestones

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, accessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Access to paid time off
Resources and support for physical, emotional, and financial wellness

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

self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptabilitymultitasking

Certifications

SIESeries 7Series 66