Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America delivering comprehensive financial advice. Involved in client engagement, solution building, and maintaining financial wellness for clients.

Posted 6/9/2026full-timeSaratoga • 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 a financial plan 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 in the financial service industry and/or a sales environment
Strong computer skills
At least three years’ experience working in financial service

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support for employee wellness and career growth

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

client advicecustomized solutionstriaging leadsreferralsfinancial planninginvestment goalsrecommendation skills

Certifications

Series 7Series 66Series 63Series 65