Financial Solutions Advisor

Bank of America

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

Posted 9/16/2026full-timeAgoura • 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 Industry ExperienceFinancial Services ExperienceCFP Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationBrokerage ProductsClient Goal ReviewRegulatory Due DiligenceSales Goal AchievementTime ManagementMultitaskingGoal Setting

Soft Skills

Relationship BuildingEffective CommunicationCollaborationAdaptabilityFeedback Coaching

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseSAFE Act RegistrationInsurance Licenses

Industry Keywords

Financial GoalsInvestment ProductsClient EngagementFinancial CenterClient Referrals

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 service providers 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, banking, and money management 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 and financial center clientele
Coach and provide feedback to referral partners
Complete required licenses and training
Train at one financial center and potentially begin in a phone-based capacity until a nearby financial center is determined

Requirements

What you’ll need

Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
If missing Series 66 but holding Series 63 or 65, must obtain a passing score for the missing series within 60 days as a condition of the offer
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 services industry and/or a sales environment where goals were met or exceeded
Required SAFE Act registration, background check, and good standing in the federal registry system
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication skills
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
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
High school diploma, GED, secondary school, or equivalent
Open availability Monday-Friday and some Saturdays
Strong computer skills and ability to multitask in a demanding environment
CFP and/or CRPC designation is desired
Insurance licenses are desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Physical, emotional, and financial wellness support
Opportunities to learn, grow, and make an impact
Paid time off
Resources and support to contribute to business and community impact
Formulaic incentive plan eligibility, with monthly, quarterly and/or annual incentive opportunities based on performance
Benefits eligibility