Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing tailored advice and solutions for clients to achieve financial goals. Responsible for triaging leads, building financial plans, and collaborating with clients.

Posted 6/25/2026full-timeSanta Rosa • California • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients
Triaging client leads and making referrals
Meeting with clients to review goals
Building financial plans and recommending products

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 or a sales environment
Strong computer skills
Ability to multitask in a demanding environment
Achieved additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC)

Benefits

Comp & perks

Competitive and flexible benefits
Access to paid time off
Resources and support for employees

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

multitaskingclient relationship managementadvisory skills

Certifications

Series 7Series 66Series 63Series 65Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)