Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized solutions to clients to help 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 financial planning and investment strategies, leveraging strong relationship-building skills to provide tailored solutions for clients. Holds necessary licenses and possesses a solid understanding of regulatory compliance and risk management in the financial services industry.

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 ProductsGoal Setting

Soft Skills

Effective CommunicationRelationship BuildingCollaborationTime ManagementAdaptability

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial GoalsInvestment IndustrySales EnvironmentRegulatory ComplianceClient Solutions

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 internal business partners and 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 and financial center clientele
Provide coaching and feedback to referral partners on client needs and recommended product services
Train at one financial center and potentially begin in a phone-based capacity until a financial center location within reasonable commuting distance 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 holding Series 63 or Series 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 services industry and/or a sales environment where goals were met or exceeded
High school diploma, GED, secondary school or equivalent
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication; 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 relevant regulatory due diligence into daily activities and long-term client strategies
Strong computer skills and ability to multitask in a demanding environment
Open availability Monday-Friday and some Saturdays
Must complete required licenses and trainings
Subject to SAFE Act registration, background check and registration requirements; must maintain good standing

Benefits

Comp & perks

Formulaic incentive plan eligibility with monthly, quarterly and/or annual incentive opportunities
Benefits eligibility
Paid time off
Resources and support for employee wellness and impact
Opportunities to learn, grow, and build a career
In-office flexibility based on role-specific responsibilities and business needs