Financial Solutions Advisor

Bank of America

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

Posted 10/2/2026full-timeMartinez • 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 navigating complex financial environments while achieving client goals and maintaining high standards of service.

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 MitigationGoal SettingRegulatory Due DiligenceMultitaskingTime ManagementSales ExperienceBrokerage Products KnowledgeCoaching and Feedback

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityProblem Solving

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPCInsurance Licenses

Industry Keywords

Financial GoalsInvestment IndustryFinancial ServicesClient EngagementBrokerage ProductsAnnuitiesMutual FundsStocksBondsSAFE Act Registration

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 appropriate 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
Identify and engage potential new clients through referrals or financial center clientele
Provide coaching and feedback to referral partners
Mitigate and control risk in daily activities
Complete required licenses and training
Train at one financial center and potentially begin in a phone-based capacity until a permanent 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); candidates with either Series 63 or 65 may obtain the missing series within 60 days of an 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
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 with others
Effective and confident communication skills; 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 the right solutions for clients
Ability to efficiently manage time and capacity
Thorough and thoughtful incorporation of relevant regulatory due diligence into daily activities and long-term strategies for clients
Strong computer skills and ability to multitask in a demanding environment
SAFE Act registration, background check, and continued good standing required
Monday–Friday schedule and rotating Saturdays
Additional professional designations such as CFP and/or CRPC are desired
Insurance licenses are desired

Benefits

Comp & perks

Formulaic incentive plan eligibility
Industry-leading benefits
Paid time off
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact