Bank of America
Financial Solutions Advisor - Southern VA Area
$65K–$75K
Mechanicsville +1 · Full-time · Posted Oct 13, 2026
- Location
- Mechanicsville
Dumfries - Experience
- Minimum of one year in financial services and/or a sales environment where goals were met or exceeded.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial planning and investment advice, recommends solutions, and connects clients with appropriate internal partners to help them meet their financial goals.
What you'll do
- Builds financial plans and recommends banking and investment strategies aligned with clients’ goals and needs.
- Triages client requests and refers clients to internal service providers based on needs and asset thresholds.
- Identifies potential clients through referrals and financial center clientele, while managing risk.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66; a missing Series 66 or 63/65 license may be completed within 60 days under the stated conditions.
- At least one year of financial services industry experience and/or sales experience meeting or exceeding goals.
- High School Diploma / GED / Secondary School or equivalent.
- SAFE Act registration and required background check; employees originating residential mortgage loans must register and remain in good standing.
Nice to have
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- Additional professional designations such as CFP or CRPC, or insurance licenses.
Pay
$65,000.00 - $75,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative