Bank of America
Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas
$70K–$80K
Capitola +13 · Full-time · Posted Sep 9, 2026
- Location
- Capitola
Salinas
Saratoga
San Jose
Morgan Hill
Santa Cruz
Scotts Valley
Aptos
Los Gatos
Carmel
Monterey
Watsonville
Gilroy
Hollister - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment with goals met or exceeded. Three years of financial services and/or sales experience is preferred.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides clients with financial planning and banking and investment recommendations aligned with their goals, while developing client relationships and managing referrals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions based on clients’ goals and needs.
- Triage client requests, refer clients to appropriate internal partners, and develop new client relationships.
- Manage risk and provide coaching and feedback to referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (Series 63 and 65 may substitute); if missing Series 66 while holding either 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 industry 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 (CFP and/or CRPC) or insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized base salary
Model-written summary · the original posting is authoritative