Financial Solutions Advisor – Diablo Market

Bank of America

Financial Solutions Advisor offering comprehensive financial advice and customized solutions for clients. Engaging in client meetings to build financial plans and recommend products.

Posted 7/25/2026full-timeMartinez • California • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing tailored financial advice and solutions, with a strong focus on client relationship management and goal achievement. Holds necessary licenses and possesses experience in the investments and financial services industries.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseFinancial PlanningClient Relationship ManagementInvestment Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategyBrokerage Products KnowledgeGoal SettingLead Triage

Soft Skills

Relationship BuildingCollaborationTime Management

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesInvestmentsSales Environment

About the role

Key responsibilities & impact

Provides comprehensive advice and customized solutions to clients.
Triages client leads and makes referrals.
Meets with clients to review financial and investment goals.
Builds a financial plan and recommends brokerage 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 in the financial service industry and/or a sales environment.
Sets and accomplishes goals.
Builds and nurtures strong relationships.
Collaborates effectively with others.
Efficiently manages your time and capacity.

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support for employee impact and growth