Bank of America
Financial Solutions Advisor - Beverly West Region
$70K–$80K
Los Angeles +6 · Full-time · Posted Sep 16, 2026
- Location
- Los Angeles
Santa Monica
West Los Angeles
Malibu
Venice
Pacific Palisades
Marina Del Rey - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded. Three years in financial services and/or goal-based sales is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides clients with financial plans and tailored banking and investment recommendations to help meet their financial goals.
What you'll do
- Build financial plans and recommend brokerage products and banking or investment strategies.
- Triage client requests, refer clients to internal partners, and develop new client relationships.
- Manage risk and coach referral partners on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); a missing Series 66, 63, or 65 must be passed within 60 days if an offer is made under the stated condition.
- At least one year of investments-industry experience, including investment training and in-depth product and service knowledge.
- At least one year of financial-services and/or goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- At least three years of financial-services and/or goal-based sales experience; additional designations (CFP or CRPC) and insurance licenses are also desired.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative