Bank of America
Financial Solutions Advisor - East San Gabriel Valley Region
$70K–$80K
Arcadia +12 · Full-time · Posted Sep 16, 2026
- Location
- Arcadia
Hacienda Heights
Diamond Bar
Glendora
La Verne
Pomona
Walnut
San Dimas
West Covina
Baldwin Park
City Of Industry
Duarte
Claremont - 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 the latter is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial advice and customized plans, recommends banking and investment strategies, and connects clients with appropriate internal partners to support their financial goals.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with client needs.
- 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 on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses (Series 63 and 65 may substitute); if missing Series 66 while holding either Series 63 or 65, must pass the missing exam within 60 days of an 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 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; additional designations (CFP or CRPC) and insurance licenses are also desired.
Pay
USD $70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative