Financial Solutions Advisor

Bank of America

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

Posted 9/16/2026full-timeLos Angeles • 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 engagement and regulatory compliance. Proficient in managing client relationships and achieving financial goals through tailored solutions and effective communication.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Engagement SkillsFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesRisk MitigationBrokerage ProductsMultitaskingRegulatory Due DiligenceSales ExperienceGoal ManagementClient Needs AssessmentFinancial Analysis

Soft Skills

Effective CommunicationAdaptabilityProblem-SolvingCoachingClient Relationship Management

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseSAFE Act RegistrationCFPCRPC

Industry Keywords

Investments IndustryFinancial ServicesBrokerageAnnuitiesMutual FundsStocksBondsClient ReferralsFinancial GoalsSales Environment

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to help clients achieve financial goals
Triage client leads and make referrals to 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, 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
Coach and provide feedback to referral partners regarding client needs and recommended product services
Complete required licenses and trainings
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 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
If holding only Series 63 or Series 65, 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
Required SAFE Act registration, background check, and continued good standing
High School Diploma / GED / Secondary School or equivalent
Strong computer skills and ability to multitask in a demanding environment
Effective communication and client engagement 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 solutions for clients
Ability to incorporate relevant regulatory due diligence into daily activities and long-term client strategies
Open availability Monday-Friday plus some Saturdays
40 hours per week
Additional professional designations such as CFP and/or CRPC are desired
Insurance licenses are desired

Benefits

Comp & perks

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