Financial Solutions Advisor

Bank of America

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

Posted 9/16/2026full-timeAlhambra • 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 providing financial advice and customized solutions, with a strong focus on client engagement and relationship-building. Holds necessary licenses and has a solid background in the investments and financial services industries.

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 MitigationBrokerage ProductsSales Experience

Soft Skills

Relationship BuildingCollaborationCommunicationGoal ManagementPrioritization

Tools & Technologies

Banking SolutionsMoney Management Solutions

Certifications & Qualifications

CFPCRPCInsurance Licenses

Industry Keywords

Financial ServicesInvestments IndustrySAFE Act ComplianceClient EngagementRegulatory Due Diligence

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized solutions to help clients 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 management solutions
Recommend banking and investment strategies aligned with client goals and needs
Identify and engage potential new clients through referrals and financial center clientele
Coach and provide feedback to referral partners
Mitigate and control risk in daily activities
Complete required licenses and training

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 holding Series 63 or 65 without 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 services industry and/or a sales environment where goals were met or exceeded
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, including required background check and registration process
High school diploma, GED, secondary school, or equivalent
Strong relationship-building, collaboration, communication, goal-management, prioritization, and client-engagement abilities
Ability to incorporate regulatory due diligence into daily activities and long-term client strategies
Open availability Monday-Friday and some Saturdays
Desired: strong computer skills and multitasking ability
Desired: at least three years of financial services and/or sales experience
Desired: CFP and/or CRPC designation
Desired: insurance licenses

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