Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing tailored financial advice and solutions for clients at Bank of America. Engaging clients to meet financial goals through customized investment recommendations.

Posted 5/27/2026full-timeFountain Valley • California • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Identifies and engages potential new clients through referrals or financial center clientele

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, including investment training and in-depth knowledge of investment products and services
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Strong computer skills with an ability to multitask in a demanding environment
Efficiently manages your time and capacity

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Health insurance
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

financial planninginvestment strategiesbrokerage productsstocksbondsmutual fundsannuitiesbanking solutionsmoney managementclient engagement

Soft Skills

multitaskingtime managementclient relationship managementcommunicationproblem-solvingsales skillsgoal orientationreferral managementorganizational skillsadaptability

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license