Bank of America
Financial Solutions Advisor- San Francisco Area
$70K–$80K
San Francisco · Full-time · Posted Sep 9, 2026
- 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.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial advice and customized plans, recommends investment and banking solutions, and connects clients with appropriate internal partners to support their financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with client 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 Series 66 licenses, or Series 7 and Series 63 or 65 with the missing series passed 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
- At least three years of financial-services and/or goal-based sales experience.
- CFP or CRPC designation; insurance licenses.
Pay
$70,000.00 - $80,000.00 USD base salary
Model-written summary · the original posting is authoritative