Bank of America
Financial Solutions Advisor - Irvine Market
$70K–$80K
Orange · Full-time · Posted Oct 9, 2026
- Experience
- Minimum one year in investments and minimum one year in financial services and/or a goal-based sales environment; desired: three or more 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 plans to clients, recommends banking and investment strategies, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage products and banking or investment strategies aligned with clients’ goals.
- Triage client requests, make referrals, and identify potential new clients.
- Manage risk and coach referral partners on client needs and potential product recommendations.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- 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-environment experience where goals were met or exceeded.
- High School Diploma / GED / Secondary School or equivalent; able to work Monday through Friday and rotating Saturdays.
Nice to have
- Three or more years of financial services and/or sales-environment experience where goals were met or exceeded.
- CFP or CRPC designation; insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative