Bank of America
Financial Solutions Advisor - Imperial-Paramount Financial Center- Bilingual Spanish Required
$70K–$80K
Downey · Full-time · Posted Oct 8, 2026
- 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. Desired: at least three years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and plans, recommends investment and banking solutions, and connects clients with appropriate internal partners to help them meet financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ goals.
- Triage client requests, refer clients to internal service providers, 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 65); candidates with one of Series 63 or 65 may receive an offer conditional on passing the missing exam within 60 days.
- 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.
- Bilingual Spanish.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- CFP or CRPC designation, insurance licenses, or at least three years of financial-services and/or goal-based sales experience.
Pay
$70,000.00 - $80,000.00 annualized salary, USD, base salary
Model-written summary · the original posting is authoritative