Bank of America
Financial Solutions Advisor - Central OC
$70K–$80K
Westminster +4 · Full-time · Posted Sep 11, 2026
- Location
- Westminster
Irvine
Garden Grove
Los Alamitos
Fountain Valley - 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, while managing referrals and developing client relationships.
What you'll do
- Builds financial plans and recommends brokerage, banking, and investment strategies aligned with client goals.
- Triages client requests and refers clients to internal service providers based on needs and asset thresholds.
- Engages potential new clients and coaches referral partners on client needs and potential product services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65 in lieu of 66); a missing Series 66 may be obtained by passing the exam within 60 days if the applicant holds either Series 63 or 65.
- At least one year of investments-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.
- At least three years of financial-services and/or goal-based sales experience; CFP or CRPC designations and insurance licenses are also desired.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative