Financial Solutions Advisor

Bank of America

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

Posted 9/16/2026full-timeLong Beach • 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, with a strong focus on client relationship management and regulatory compliance. Proficient in utilizing brokerage products to meet client financial goals while effectively managing risk and navigating complex environments.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementFinancial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationBrokerage ProductsSales ExperienceRegulatory ComplianceGoal SettingTime ManagementMultitasking

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityFeedback Coaching

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCSAFE Act Registration

Industry Keywords

Financial ServicesInvestments IndustryClient SolutionsFinancial GoalsBrokerage Products

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 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 brokerage products and banking and investment strategies aligned with client needs
Mitigate and control risk in daily activities
Identify and engage potential new clients through referrals or financial center clientele
Coach and provide feedback to referral partners based on client needs and recommended product services
Complete required licenses and trainings
Work within an in-office culture with location and financial center placement determined by business needs

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 instead of Series 66, must pass 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 working in the financial service industry and/or a sales environment where goals were met or exceeded
High School Diploma / GED / Secondary School or equivalent
Subject to SAFE Act registration requirements, including required background check and registration process
Must obtain and maintain SAFE Act registration in good standing
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication skills
Ability to manage goals, navigate complexity, prioritize tasks and execute in a fast-paced environment
Ability to learn, adapt to new information and identify appropriate client solutions
Efficient time and capacity management
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
Additional professional designations such as CFP and/or CRPC are desired
Insurance licenses are desired

Benefits

Comp & perks

Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities based on performance
Benefits eligible
Paid time off
Resources and support to employees
Opportunities to learn, grow, and make an impact
Affordable, competitive and flexible benefits supporting physical, emotional, and financial wellness
In-office culture supporting collaboration, engagement, and career development