Bank of America
Financial Solutions Advisor- Napa, Marin, Sonoma Areas
$70K–$80K
Santa Rosa +11 · Full-time · Posted Sep 9, 2026
- Location
- Santa Rosa
Greenbrae
Napa
Rohnert Park
Novato
San Rafael
Petaluma
Sebastopol
Healdsburg
Sonoma
Corte Madera
Mill Valley - 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; three years in financial services and/or goal-based sales is preferred.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized plans, recommends banking and investment solutions, and connects clients with appropriate internal partners to help meet their financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions 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 solutions.
What they ask for
- Currently holds Series 7 and 66 licenses (or Series 63 and 65); if holding only one of Series 63 or 65, must pass the missing exam 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 goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative