Financial Solutions Advisor

Bank of America

Financial Solutions Advisor providing tailored financial solutions through dedicated training and resources. Building client relationships in core banking and investment solutions at Bank of America.

Posted 7/29/2026full-timeIrvine • California • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial advisory services, with a strong focus on obtaining Securities Industry licenses and delivering tailored banking and investment solutions. Proven ability to thrive in a fast-paced environment while effectively collaborating with partners and adapting to new technologies.

Highest-signal resume keywords

Securities Industry LicensesClient Relationship ManagementEffective CommunicationResults-Driven MindsetTime Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Self-DisciplineCollaborationAdaptability

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7Series 66

Industry Keywords

Banking SolutionsInvestment SolutionsClient CarePortfolio Management

About the role

Key responsibilities & impact

Obtaining your Securities Industry licenses, receiving dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Taught foundational skills needed to be an advisor.
Help deliver Bank of America’s core banking, investment solutions and approach to client care.
Progress into Financial Solutions Advisor Stage II after demonstrating success in Stage I and continue to practice skills learned by growing and deepening relationships within a portfolio of clients.
Collaborate with core banking and investment partners to connect clients to solutions provided through Bank of America and Merrill.

Requirements

What you’ll need

Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.

Benefits

Comp & perks

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