Financial Solutions Advisor

Bank of America

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

Posted 9/16/2026full-timeLos Angeles • 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 financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Proficient in navigating complex financial environments while achieving client goals and maintaining high standards of service.

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 MitigationGoal SettingRegulatory Due Diligence

Soft Skills

Effective CommunicationCollaboration SkillsRelationship BuildingTime ManagementAdaptability

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial GoalsInvestment ProductsBrokerage ProductsClient EngagementSales Environment

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 and business 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, 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 based on client needs and recommended product services
Complete required licenses and trainings
Register with the federal SAFE Act registry and complete required background-check and registration processes

Requirements

What you’ll need

Currently holds Series 7 and Series 66 licenses (Series 63 and 65 in lieu of Series 66)
If holding Series 63 or 65 without Series 66, must pass the missing series within 60 days after an 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
Strong goal-setting and achievement ability
Ability to build and nurture strong relationships
Effective collaboration skills
Effective and confident communication skills
Ability to engage all clients
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness and ability to learn and adapt to new information
Efficient time and capacity management
Thorough incorporation of regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment
High school diploma, GED, secondary school, or equivalent
SAFE Act registration, background check, and maintaining good standing required
Availability Monday-Friday, with some Saturdays
Open availability required
40 hours per week

Benefits

Comp & perks

Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities
Benefits eligibility
Paid time off
Resources and support for employees
Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career