Bank of America
Financial Solutions Advisor- Peninsula Area
$70K–$80K
San Mateo +8 · Full-time · Posted Sep 9, 2026
- Location
- San Mateo
San Francisco
Foster City
Daly City
Belmont
South San Francisco
San Bruno
Millbrae
Burlingame - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-based sales environment; desired: at least three years in financial services and/or a goal-based sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial advice and customized plans, recommends banking and investment solutions, and develops client relationships to help clients achieve financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with client goals.
- Triage client requests, refer clients to internal partners, and engage potential new clients.
- Manage risk and coach 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); a missing Series 66 may be obtained by passing within 60 days if the candidate holds Series 63 or 65.
- 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.
- Additional 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