Bank of America
Financial Solutions Advisor- Hayward and Milpitas Area
$70K–$80K
San Jose +8 · Full-time · Posted Sep 9, 2026
- Location
- San Jose
Castro Valley
Fremont
San Leandro
Union City
Milpitas
Newark
SAN JOSE
Hayward - 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 a sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides clients with financial plans and tailored banking and investment recommendations to help them meet short- and long-term goals.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with clients’ needs.
- Triage client requests, refer clients to internal partners, and develop prospective 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 7 and Series 63 or 65; if missing Series 66, must pass the missing series 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 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 Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC), or insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative