Bank of America
Financial Solutions Advisor - CA Coastal Region
$70K–$80K
Agoura +15 · Full-time · Posted Sep 16, 2026
- Location
- Agoura
Simi Valley
Newbury Park
Westlake Village
Oxnard
Santa Barbara
Moorpark
Goleta
Ventura
Ojai
Camarillo
Santa Paula
Santa Maria
Arroyo Grande
Thousand Oaks
San Luis Obispo - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-based sales environment. Three years in financial services and/or a goal-based sales environment is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals by creating financial plans, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage products and strategies aligned with clients’ goals.
- Triage client requests, make referrals, and identify potential new clients.
- 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 7 and Series 63 or 65; if missing Series 66, must pass the missing series within 60 days of an offer.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- 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.
- Additional designations such as CFP or CRPC; insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative