Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America providing tailored financial advice and solutions. Working with clients to meet their investment and banking needs while driving responsible growth.

Posted 7/3/2026full-timeCanyon Country • 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 by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

Benefits

Comp & perks

access to paid time off
resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial PlanningInvestment StrategiesRisk MitigationClient Needs AssessmentGoal Setting

Soft Skills

Relationship BuildingCollaborationCoachingFeedback ProvisionTask Prioritization

Certifications

Series 7 LicenseSeries 66 License