Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing comprehensive advice and solutions for financial goals at Bank of America. Engage clients and develop financial plans aligning with their investment strategies.

Posted 6/18/2026full-timeSan Jose • California • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Triaging client leads and making referrals to business partners based on client needs and asset thresholds.
Meeting with clients to review financial and investment goals and building a financial plan.
Recommending brokerage products and strategies that align with client financial goals and needs.
Identifying and engaging potential new clients through referrals or financial center clientele.

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, including investment training and in-depth knowledge of investment products and services.
At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Strong computer skills with an ability to multitask in a demanding environment.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Paid time off
Resources and support for employees' well-being

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment productsfinancial planningbrokerage productsclient referralsmultitasking

Soft Skills

client engagementadvisory skillscommunicationproblem-solving

Certifications

Series 7 licenseSeries 66 licenseCertified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)