Bank of America
Financial Solutions Advisor- Silicon Valley Area
$70K–$80K
US - CA - Cupertino - 1 Apple Park Way - Apple Park (CA3218) +8 · Full-time · Posted Sep 9, 2026
- Location
- US - CA - Cupertino - 1 Apple Park Way - Apple Park (CA3218)
Mountain View
Menlo Park
Cupertino
Palo Alto
Sunnyvale
Redwood City
San Carlos
Los Altos - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; desired: at least three years in financial services and/or a sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized plans to clients, recommends banking and investment solutions, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with clients’ goals.
- Triage client requests, refer clients to internal service providers, and develop new client relationships.
- 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 in lieu of 66; specified missing-license exam may be completed within 60 days after an offer.
- At least one year of investments-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or sales-environment experience where goals were met or exceeded.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations such as CFP or CRPC, and/or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative