Bank of America
Financial Solutions Advisor - La Palma Financial Center
$70K–$80K
La Palma · Full-time · Posted Oct 15, 2026
- 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 sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals by creating financial plans, recommending banking and investment strategies, and connecting clients with internal partners.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with client needs.
- Triages client requests and refers clients to appropriate internal service providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and coaches referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65; specified option to obtain the missing series within 60 days if offered a position.
- 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.
- Three or more years in financial services and/or sales; additional designations (CFP or CRPC) and insurance licenses are also desired.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative