Bank of America
Financial Solutions Advisor - Camarillo Financial Center
$70K–$80K
Camarillo · Full-time · Posted Sep 18, 2026
- Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment; three or more years in financial services and/or goal-based sales is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and plans, recommends banking and investment strategies, and connects clients with appropriate internal services.
What you'll do
- Builds financial plans and recommends brokerage products and strategies aligned with clients’ goals.
- Triages client requests, refers clients to internal service providers, and develops new client relationships.
- Manages risk and supports referral partners with feedback on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- 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.
- Able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- CFP or CRPC designation and/or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative