Bank of America
Financial Solutions Advisor - South Bay
$70K–$80K
Long Beach +10 · Full-time · Posted Sep 16, 2026
- Location
- Long Beach
Torrance
Redondo Beach
El Segundo
Rolling Hills Estates
Manhattan Beach
Hawthorne
San Pedro
Carson
Harbor City
Wilmington - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-based sales environment; desired: at least three years in financial services and/or a goal-based sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides clients with financial plans and tailored banking and investment recommendations to help meet their financial goals.
What you'll do
- Build financial plans and recommend brokerage products and banking or investment strategies aligned with client needs.
- Triage client requests and refer them to appropriate internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65; applicants with only Series 63 or 65 may receive an offer conditional on passing the missing exam within 60 days.
- 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 sales experience in an environment 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 and/or CRPC, or insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative