Bank of America
Financial Solutions Advisor- Los Angels Metro
$70K–$80K
Los Angeles +10 · Full-time · Posted Sep 16, 2026
- Location
- Los Angeles
Culver City
Compton
South Gate
Walnut Park
Montebello
Carson
Bell
Inglewood
Lynwood
Gardena - 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 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.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with clients’ goals.
- Triage client requests, refer clients to internal partners, and identify potential new clients.
- Manage risk and coach referral partners on client needs and potential products.
What they ask for
- Currently holds Series 7 and Series 66 licenses; Series 63 and 65 may substitute for Series 66, with the missing license exam required within 60 days if hired conditionally.
- 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 in a goal-based environment.
- 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 and/or CRPC designation; insurance licenses; strong computer skills and multitasking ability.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative