Bank of America
Financial Solutions Advisor - Scottsdale Area
Scottsdale +1 · Full-time · Posted Sep 28, 2026
- Location
- Scottsdale
Phoenix - 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; 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 financial advice and customized investment and banking solutions, helping clients build plans to meet their financial goals.
What you'll do
- Build financial plans and recommend brokerage products and banking or investment strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners on client needs and suitable services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66; if missing Series 66 but holding 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 goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bilingual Spanish speaking.
- Additional professional designations (CFP and/or CRPC) or insurance licenses.
Model-written summary · the original posting is authoritative