Bank of America
Financial Solutions Advisor - Central LA
$70K–$80K
Beverly Hills +4 · Full-time · Posted Sep 16, 2026
- Location
- Beverly Hills
Hollywood
West Hollywood
Glendale
Los Angeles - Experience
- At least 1 year in the investments industry and at least 1 year in financial services and/or a goal-based sales environment; desired: at least 3 years in financial services and/or a goal-based sales environment.
- 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 suited to clients’ goals and needs.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify prospective clients, manage risk, and coach referral partners on client needs and recommended services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66; a candidate with one of Series 63 or 65 may receive an offer contingent on passing the missing exam within 60 days.
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations such as CFP and/or CRPC, or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (USD), base salary
Model-written summary · the original posting is authoritative