worxform.us@gmail.com
I’m Ms. Smith, currently looking for a job. I’d like to ask Dr. Job about the Financial Solutions Advisor – Sacramento Region position at Bank of America.
What does a Financial Solutions Advisor do at Bank of America?
Well, a Financial Solutions Advisor helps clients achieve their financial goals by providing tailored advice and solutions. They work on building financial plans, recommend investment strategies, and triage client requests to connect them with the right services based on their needs.
What kind of qualifications do I need for this role?
Actually, you’ll need to hold the Series 7 and 66 licenses, or you can have the Series 63 and 65 instead of the 66. If you don’t have the 66 yet, they can still extend an offer if you have the other licenses.
What’s the work schedule like for this position?
The schedule is typically Monday to Friday, with some rotating Saturdays. So, it’s a pretty standard workweek with a bit of flexibility on the weekends.
Are there any specific requirements for background checks?
Yes, since this position requires SAFE Act registration, you’ll need to go through a background check and stay in good standing with the federal registry system. It’s important to maintain that registration to keep your position.
What’s the company culture like at Bank of America?
Bank of America really focuses on being a great place to work. They emphasize inclusivity, support for employee wellness, and opportunities for growth. It sounds like they genuinely care about their teammates and the communities they serve!
Thank you, Dr. Job. I will review the details.
Company Information
Company: Bank of America
Industry: Banking / Financial Services
Location: Sacramento, CA, Woodland, CA
Source: The Muse (01/10/2026)