Financial Solutions Advisor

Bank of America

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

Posted 11/10/2026full-timeBakersfield • 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, leveraging strong relationship-building skills to provide tailored solutions for clients. Holds necessary licenses and certifications while effectively managing client interactions and regulatory compliance.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesFinancial AnalysisRisk MitigationGoal SettingTime Management

Soft Skills

Effective CommunicationCollaborationAdaptabilityCoachingRelationship Building

Tools & Technologies

Brokerage ProductsFinancial Software

Certifications & Qualifications

Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)Insurance Licenses

Industry Keywords

Financial ServicesInvestment IndustryRegulatory ComplianceSales EnvironmentSAFE Act Registration

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help them achieve financial goals
Triage client leads and client 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
Provide coaching and feedback to referral partners
Complete required licenses and training
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 location 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 receive a passing score for the missing series within 60 days as a condition of the 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 service industry and/or a sales environment where goals were met or exceeded
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment
Willingness to learn, adapt to new information, and seek the right solutions for clients
Efficiently manages time and capacity
Incorporates relevant regulatory due diligence into daily activities and long-term strategies for clients
Strong computer skills with ability to multitask in a demanding environment (desired)
At least three years’ experience in the financial service industry and/or a sales environment where goals were met or exceeded (desired)
Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) designation (desired)
Insurance licenses (desired)
High School Diploma / GED / Secondary School or equivalent
Subject to SAFE Act registration requirements, including required background check and registration process
Must remain in good standing with SAFE Act registration

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Paid time off
Resources and support to employees
Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities based on performance