Bank of America
Financial Solutions Advisor- San Jose Area
$70K–$80K
San Jose +2 · Full-time · Posted Sep 9, 2026
- Location
- San Jose
Campbell
Santa Clara - Experience
- At least one year in the investments industry and at least one year in financial services and/or goal-based sales; 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 clients with personalized financial plans and recommends banking and investment strategies and products aligned with their goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions to clients.
- Triage client requests and refer them to internal partners based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65; a missing Series 66, 63, or 65 may be obtained within 60 days as specified.
- 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; strong computer skills.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative