Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing comprehensive financial advice while helping clients achieve their financial goals. Involves obtaining licenses and training in a dynamic environment.

Posted 7/31/2026full-timeMartinez, Pleasant Hill • California • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and consultative selling, with a strong focus on achieving financial goals through tailored advice and solutions. Proficient in obtaining necessary industry licenses and adapting to new technologies to enhance client interactions.

Highest-signal resume keywords

Security Industry Essentials (SIE) LicenseSeries 7 LicenseSeries 66 LicenseClient Relationship ManagementConsultative Approach

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Self-DisciplineEffective CommunicationCollaborationResults-Driven MindsetTime Management

Certifications & Qualifications

Security Industry Essentials (SIE)Series 7Series 66

Industry Keywords

Client Needs AssessmentFinancial GoalsBankingInvestmentPeer Relationships

About the role

Key responsibilities & impact

Build a successful career at Bank of America through world-class training and on-boarding programs
Get training and one-on-one coaching from Academy managers who are invested in your success
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66)
Build your network by interacting with banking customers, small business owners and higher net worth clients
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities
Collaborate with core banking and investment partners

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
Support for physical, emotional, and financial wellness