Financial Solutions Advisor

Bank of America

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

Posted 10/2/2026full-timePleasant Hill • 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 tailored financial advice and solutions, with a strong focus on client engagement and investment strategies. Holds necessary licenses and possesses in-depth knowledge of investment products and services to effectively meet client financial goals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial Services ExperienceClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningInvestment Strategy DevelopmentRisk MitigationLead TriageSales Goal Achievement

Soft Skills

CoachingMultitaskingClient EngagementCommunication

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial GoalsBrokerage ProductsStocksBondsMutual FundsAnnuitiesBanking SolutionsSAFE Act 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 internal business and service 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, 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
Provide coaching and feedback to referral partners
Work Monday through Friday and rotating Saturdays
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined within reasonable commuting distance

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66
If holding Series 63 or 65 without Series 66, must achieve a passing score for the missing series within 60 days of 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
Must complete required licenses and trainings
Subject to SAFE Act registration requirements and required SAFE Act background check and registration process
High School Diploma / GED / Secondary School or equivalent
Strong computer skills with ability to multitask in a demanding environment
Additional professional designations such as CFP and/or CRPC are desired
Insurance licenses are desired

Benefits

Comp & perks

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