Bank of America
Financial Solutions Advisor - Stonestown Financial Center
$70K–$80K
San Francisco · Full-time · Posted Jul 8, 2026
- Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; three years in financial services and/or sales is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized solutions, including financial plans and brokerage product recommendations, to help clients meet their financial goals.
What you'll do
- Builds financial plans and recommends banking and investment strategies and products aligned with client needs.
- Triages client requests and refers clients to appropriate internal providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and coaches referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); candidates with only one of 63 or 65 may receive an offer contingent on passing the missing exam within 60 days.
- 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 financial services and/or a sales environment where goals were met or exceeded.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- At least three years of financial services and/or goal-driven sales experience; additional designations such as CFP or CRPC and insurance licenses are also desired.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative