Bank of America
Financial Solutions Advisor - Greater Oakland Area
$70K–$80K
Oakland +3 · Full-time · Posted Sep 3, 2026
- Location
- Oakland
Berkeley
El Cerrito
Richmond - Experience
- At least one year in the investments industry and at least one year in financial services and/or sales; the sales/financial-services requirement may be three years as a desired qualification.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized plans to clients, recommending brokerage, banking, and investment solutions aligned with their goals.
What you'll do
- Build financial plans and recommend banking and investment strategies and products.
- Triage client requests, refer clients to internal partners, and develop new client relationships.
- 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 63 and Series 65; candidates with only one of Series 63 or 65 may receive an offer contingent on passing the missing exam within 60 days.
- At least one year of investments-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
- At least three years of financial-services and/or goal-based sales experience.
- CFP or CRPC designation, insurance licenses, or strong computer skills.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative