Financial Advisor – Sacramento Market

Bank of America

Financial Advisor responsible for developing relationships with high-net worth clients in Sacramento. Identifying financial needs and providing tailored investment strategies.

Posted 7/7/2026full-timeSacramento • California • 🇺🇸 United StatesJunior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing client relationships and delivering customized investment solutions while achieving performance goals. Holds necessary financial licenses and possesses strong communication and interpersonal skills to effectively engage clients.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Industry ExperienceClient Relationship BuildingMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment Product RecommendationsPerformance Goal AchievementClient EngagementFinancial Services KnowledgeSales Experience

Soft Skills

Interpersonal SkillsEffective CommunicationTrust BuildingGoal OrientationInfluencing Skills

Tools & Technologies

Microsoft WordMicrosoft PowerPoint

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesInvestmentsClient SolutionsPerformance HurdlesCustomer Follow Up

About the role

Key responsibilities & impact

Developing a book of business to meet and exceed established performance hurdles
Prioritizing sourcing prospective clients and delivering customized solutions
Recommending investment products and services suitable for clients
Balancing various activities such as investment growth and customer follow up
Seeking expertise of specialists to identify strategies for clients
Completing mandated training and performance goals

Requirements

What you’ll need

Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses
Minimum of one year experience in the financial service industry or a sales environment
Minimum of one year experience in the investments industry
Proven ability to engage and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility
Goal and results oriented
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Benefits

Comp & perks

Access to paid time off
Industry-leading benefits
Resources and support to make an impact