Financial Solutions Advisor

Bank of America

Financial Solutions Advisor offering customized solutions for clients at Bank of America. Responsible for triaging leads, building financial plans, and recommending products.

Posted 6/10/2026full-timeCulver City • California • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients
Triaging client leads
Making referrals to business partners based on client needs
Building a financial plan
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
Communicates effectively and confidently
Efficiently manages your time and capacity

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support for employee impact and 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

sets and accomplishes goalsbuilds and nurtures relationshipscommunicates effectivelymanages time and capacity

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license