Bank of America
Financial Solutions Advisor - South Phoenix Area
Maricopa · Full-time · Posted Aug 21, 2026
- 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 financial advice and customized plans, recommends brokerage and banking solutions, and connects clients with appropriate internal partners to help meet their financial goals.
What you'll do
- Build financial plans and recommend banking and investment strategies aligned with client goals.
- Triage client requests, make referrals, and engage potential new clients.
- 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 7 and Series 63 or 65; if missing Series 66, must pass the missing series within 60 days of an offer.
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bilingual Spanish speaking.
- Three or more years’ experience in financial services and/or goal-based sales; additional designations such as CFP or CRPC, or insurance licenses.
Model-written summary · the original posting is authoritative