Financial Solutions Advisor

Bank of America

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

Posted 9/16/2026full-timeLong Beach • 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. Proven ability to achieve financial goals through effective communication, collaboration, and risk mitigation.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationGoal SettingTime Management

Soft Skills

Effective CommunicationCollaborationRelationship BuildingAdaptabilityMultitasking

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestment IndustryBrokerage ProductsClient SolutionsRegulatory Compliance

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help achieve financial goals
Triage client leads and requests
Make referrals to business partners and 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, 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 regarding client needs and recommended product services
Complete required licenses and training

Requirements

What you’ll need

Must currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
If holding Series 63 or Series 65 without Series 66, must obtain a passing score for 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 services industry and/or a sales environment where goals were met or exceeded
Strong goal-setting and achievement capabilities
Ability to build and nurture strong relationships
Effective collaboration skills
Effective and confident communication skills; comfortable engaging all clients
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn, adapt to new information, and seek appropriate client solutions
Ability to efficiently manage time and capacity
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
High school diploma, GED, secondary school, or equivalent
Monday–Friday open availability required, plus some Saturdays
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, background check, and maintaining good standing
Strong computer skills and ability to multitask in a demanding environment (desired)
At least three years of experience in financial services and/or sales where goals were met or exceeded (desired)
Additional professional designations such as CFP and/or CRPC (desired)
Insurance licenses (desired)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Formulaic incentive plan eligibility
Paid time off
Resources and support for employees