Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing financial advice and customized solutions. Assisting clients in achieving financial goals through comprehensive financial planning and investment strategies.

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

About the role

Key responsibilities & impact

Works with clients to plan their short and long-term financial goals.
Recommends banking and investments strategies that align with client financial goals and needs.
Triages client requests and makes referrals to appropriate internal service providers.
Identifies and engages potential new clients through referrals or financial center clientele.
Provides coaching and feedback to referral partners based on client needs.

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.
Strong computer skills with an ability to multitask in a demanding environment.
Achieved additional professional designations such as CFP and/or CRPC.

Benefits

Comp & perks

industry-leading benefits
access to paid time off
resources and support to our employees
flexible benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment strategiesclient engagementmultitasking

Soft Skills

coachingfeedbackcommunication

Certifications

Series 7Series 66CFPCRPC