Financial Solutions Advisor

Bank of America

. Provide comprehensive financial advice and customized solutions to clients .

Posted 9/16/2026full-timeLancaster • 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 financial advice and customized solutions, with a strong focus on investment products and client relationship management. Holds necessary licenses and maintains compliance with regulatory requirements while effectively engaging clients and referral partners.

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 TriageBrokerage Products Knowledge

Soft Skills

CoachingMultitaskingClient EngagementFeedback Provision

Tools & Technologies

Financial SoftwareBrokerage Platforms

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseCFPCRPC

Industry Keywords

Financial ServicesInvestments IndustrySAFE Act ComplianceSales EnvironmentClient Referrals

About the role

Key responsibilities & impact

Provide comprehensive financial advice and customized solutions to clients
Triage client leads and requests
Make referrals to internal business 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, 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 and financial center clientele
Coach and provide feedback to referral partners
Complete required licenses and trainings
Train at one financial center and potentially begin in a phone-based capacity until a nearby financial center is determined

Requirements

What you’ll need

Current Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
If holding Series 63 or 65 without Series 66, must pass the missing series within 60 days as a condition 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
High school diploma, GED, secondary school, or equivalent
Subject to SAFE Act registration requirements and required SAFE Act background check and registration process
Must remain in good standing with SAFE Act registration
Open availability Monday-Friday and some Saturdays
Strong computer skills and ability to multitask
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 make an impact
Formulaic incentive plan eligibility
Paid time off
Resources and support for employees
Full-time schedule, 40 hours per week