Financial Solutions Advisor

Bank of America

Financial Solutions Advisor starting role at Bank of America, aiding clients in achieving financial goals through personalized services. Guidance in investment solutions and management of client relationships is key.

Posted 6/18/2026full-timeFairfield • California • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

About the role

Key responsibilities & impact

Obtaining your Securities Industry licenses
Learning foundational skills needed to be an advisor
Managing client relationships and considering their complex financial picture
Delivering banking, investment solutions, and advising clients
Progressing into advanced advisory roles with dedicated support

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

affordable, competitive and flexible benefits
access to paid time off

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

self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptabilitymultitasking

Certifications

Securities Industry licenses