Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized solutions to help clients achieve financial goals .

Posted 9/16/2026full-timeCalabasas • California • United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Proficient in navigating complex financial products and delivering tailored solutions to meet client goals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationRegulatory Due DiligenceSales ExperienceBrokerage Products KnowledgeGoal SettingMultitaskingTime ManagementClient Needs Assessment

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityFeedback Coaching

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseSAFE Act RegistrationCFP DesignationCRPC Designation

Industry Keywords

Financial GoalsInvestment IndustrySales EnvironmentBrokerage ProductsAnnuitiesMutual FundsStocksBondsClient ReferralsFinancial Center

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to help clients achieve financial goals
Triage client leads and requests
Make referrals to internal business and service partners based on client needs and asset thresholds
Meet with clients to review financial and investment goals
Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners on client needs and recommended product services
Complete required licenses and trainings
Work in an in-office culture with location and financial center assignment determined by business needs

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66
If holding Series 63 or 65 instead of Series 66, must pass the missing series within 60 days
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
At least one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded
High school diploma, GED, secondary school or equivalent
SAFE Act registration and required background check for residential loan mortgage originations
Must maintain SAFE Act registration in good standing
Strong computer skills and ability to multitask in a demanding environment
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication with all clients
Ability to manage goals, navigate complexity, prioritize tasks and execute in a fast-paced environment
Willingness to learn and adapt to new information
Efficient time and capacity management
Thorough regulatory due diligence in daily activities and long-term client strategies
Open availability Monday-Friday and some Saturdays
Desired: at least three years’ experience in financial services and/or sales
Desired: CFP and/or CRPC designations
Desired: insurance licenses

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Formulaic incentive plan eligibility, with monthly, quarterly and/or annual incentive opportunities based on performance
Opportunities to learn, grow, and make an impact
Affordable, competitive and flexible benefits supporting physical, emotional, and financial wellness
In-office flexibility based on role-specific responsibilities and business needs