Bank of America
Financial Solutions Advisor - Corte Madera Financial Center
$70K–$80K
Corte Madera · Full-time · Posted Jun 10, 2026
- Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-based sales environment; desired: at least three years in financial services and/or such a sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized banking and investment solutions, builds financial plans, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65; a missing Series 66, 63, or 65 may be obtained within 60 days as specified in the posting.
- 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 sales experience where goals were met or exceeded.
- 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 sales experience; additional designations such as CFP or CRPC, and insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative