Bank of America
Financial Solutions Advisor - Novato Financial Center
$70K–$80K
Novato · Full-time · Posted Jun 23, 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
Provides personalized financial advice and plans, recommending banking and investment strategies and products to help clients meet their financial goals.
What you'll do
- Builds financial plans and recommends brokerage, banking, and investment solutions aligned with client needs.
- Triages client requests and refers them to internal service providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and coaches 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); 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 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.
- At least three years of financial-services and/or sales experience; additional designations such as CFP or CRPC, or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set (base salary)
Model-written summary · the original posting is authoritative