Bank of America
Financial Solutions Advisor - Fairfield/Concord Area
$70K–$80K
Vallejo +4 · Full-time · Posted Aug 27, 2026
- Location
- Vallejo
Brentwood
Antioch
Vacaville
Concord - 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.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and brokerage recommendations to help clients meet their goals, while managing referrals, relationships, and risk.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with clients’ goals.
- Triage client requests, refer clients to internal partners, and engage potential new 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, or Series 7 and Series 63 or 65; a missing Series 66, 63, or 65 must be passed within 60 days if applicable.
- At least one year of investment-industry experience, including investment training and in-depth product and service knowledge.
- 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.
- Three or more years of financial-services and/or goal-based sales experience; CFP or CRPC designation and/or insurance licenses.
Pay
USD 70,000.00 - USD 80,000.00 annualized base salary
Model-written summary · the original posting is authoritative