Bank of America
Financial Solutions Advisor - Diablo Market
$70K–$80K
Pleasant Hill +1 · Full-time · Posted Oct 2, 2026
- Location
- Pleasant Hill
Martinez - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; desired: at least three years in financial services and/or sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized plans, recommends banking and investment strategies and products, and connects clients with appropriate internal partners to help them meet financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ goals.
- Triage client requests, make referrals based on client needs and asset thresholds, and engage potential new clients.
- Manage risk and coach referral partners on client needs and suitable services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); applicants with one of Series 63 or 65 may obtain the missing license within 60 days of 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 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.
- Additional designations such as CFP or CRPC, or insurance licenses.
Pay
USD $70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative