Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America guiding clients to achieve financial goals through tailored solutions and brokerage products. Engaging clients, building financial plans, and navigating compliance in a collaborative environment.

Posted 6/18/2026full-timeSan Mateo • 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
Triages client requests and makes referrals to appropriate internal service providers
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals
Provides coaching and feedback to referral partners

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
Collaborates effectively with others
Communicates effectively and confidently
Manages goals, navigates complexity, prioritizes tasks
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities

Benefits

Comp & perks

industry-leading benefits
access to paid time off
resources and support to our employees for making a genuine impact and contributing to sustainable growth of our business and communities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment strategiesrisk managementclient engagementgoal settingregulatory due diligence

Soft Skills

relationship buildingcollaborationeffective communicationgoal managementtask prioritizationcoachingfeedback

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license