Financial Solutions Advisor

Bank of America

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

Posted 9/16/2026full-timeArcadia • 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 and communication skills to meet client goals. Holds necessary licenses and adapts to regulatory requirements while managing client portfolios effectively.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningRelationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment TrainingRisk MitigationGoal SettingTime ManagementRegulatory Due Diligence

Soft Skills

Effective CommunicationCollaborationAdaptabilityClient EngagementMultitasking

Tools & Technologies

Brokerage ProductsFinancial Software

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentClient GoalsFinancial Center

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients to help them 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, 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
Apply and expand knowledge through required licenses and trainings
Train at one financial center and potentially begin in a phone-based capacity until a financial center location is determined within a reasonable commuting distance

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
If holding Series 63 or 65 instead of 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 working in the financial service industry and/or a sales environment where goals were met or exceeded
Effective goal setting and achievement
Strong relationship-building skills
Effective collaboration skills
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 and adapt to new information
Efficient time and capacity management
Ability to incorporate relevant regulatory due diligence into daily activities and long-term strategies for clients
High school diploma, GED, secondary school or equivalent
Open availability Monday-Friday plus some Saturdays
Must complete required licenses and trainings
Subject to SAFE Act registration requirements, including required background check and registration process
Strong computer skills and ability to multitask in a demanding environment
Additional professional designations such as CFP and/or CRPC (desired)
Insurance licenses (desired)

Benefits

Comp & perks

Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities based on performance against defined metrics
Benefits eligible
Industry-leading benefits
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Inclusive workplace and career development opportunities
Support for physical, emotional, and financial wellness