Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America guiding clients in financial decisions and investments. Delivering comprehensive advice through structured training and relationship management.

Posted 7/31/2026full-timePleasant Hill • California • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in obtaining Securities Industry licenses, including SIE, Series 7, and Series 66, while effectively managing client relationships and delivering tailored financial solutions. Exhibits strong communication and collaboration skills to thrive in a fast-paced financial environment.

Highest-signal resume keywords

Securities Industry LicensesClient Relationship ManagementFinancial Solutions AdvisoryEffective CommunicationResults-Driven Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SIE ExamSeries 7 ExamSeries 66 ExamFinancial SolutionsInvestment Solutions

Soft Skills

Self-DisciplineTime ManagementCollaborationAdaptability

Certifications & Qualifications

Securities Industry Licenses

Industry Keywords

Financial CenterClient CareComplex Financial Pictures

About the role

Key responsibilities & impact

Obtain your Securities Industry licenses, including SIE, Series 7, and Series 66 Exams
Build and manage client relationships, considering complex financial pictures and guiding clients with advice and solutions
Work in a financial center to deliver Bank of America’s banking and investment solutions and client care
Continue to practice and grow as a Financial Solutions Advisor Stage II after success as a Stage I

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 clients' interests in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications

Benefits

Comp & perks

Access to paid time off
Resources and support to help employees make a genuine impact and contribute to the sustainable growth of our business and the communities we serve
Industry-leading benefits