Bank of America
Financial Solutions Advisor - East Valley Phoenix Area
Phoenix +6 · Full-time · Posted Aug 28, 2026
- Location
- Phoenix
Apache Junction
Mesa
Laveen
Chandler
Gilbert
Tempe - 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 solutions, building financial plans and recommending banking and investment strategies to help clients meet their goals.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with client goals.
- Triages client requests and refers clients to appropriate internal service providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and coaches 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); if holding only Series 63 or 65, must pass the missing exam within 60 days of an offer.
- 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.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bilingual Spanish speaking.
- Additional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), or insurance licenses.
Model-written summary · the original posting is authoritative