Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing customized solutions and advice to clients. Building financial plans and recommending brokerage products at Bank of America.

Posted 5/31/2026full-timeAntioch • California • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients
Triaging client leads and making referrals to business partners
Meeting with clients to review financial and investment goals
Building financial plans and recommending brokerage products

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
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
Sets and accomplishes goals
Builds and nurtures strong relationships
Manages goals and executes in a fast-paced environment

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support for physical, emotional, and financial wellness

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

providing advicecustomized solutionstriaging leadsreferralsreviewing financial goalsbuilding financial plansrecommending productssetting goalsnurturing relationshipsexecuting in fast-paced environment

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license