Financial Solutions Advisor

Bank of America

Financial Solutions Advisor focusing on client relationships and core banking solutions at Bank of America. Obtaining required industry licenses and guiding clients to financial success.

Posted 6/5/2026full-timeThousand Oaks • California • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

About the role

Key responsibilities & impact

Begin obtaining your Securities Industry licenses through dedicated and personalized classes
Acquire, build and manage client relationships
Guide clients with advice and solutions to help them live their best financial lives
Deliver Bank of America's core banking and investment solutions
Interact with banking customers, small business owners, and higher net worth clients

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

Industry-leading benefits
Access to paid time off
Resources and support to make a genuine impact
Contribute to the sustainable growth of our business and the communities we serve

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptabilitymultitasking

Certifications

Securities Industry licenses