Bank of America
Financial Solutions Advisor - Tri Valley
$70K–$80K
Lancaster +16 · Full-time · Posted Sep 16, 2026
- Location
- Lancaster
Santa Clarita
Tarzana
Sylmar
Woodland Hills
Calabasas
Northridge
Encino
Palmdale
Granada Hills
Canoga Park
Canyon Country
Chatsworth
Newhall
San Fernando
Winnetka
Valencia - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded. 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
Advises clients on financial goals by developing financial plans, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with clients’ needs.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify prospective clients, manage risk, and coach referral partners on client needs and potential product services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); specified missing license may be obtained within 60 days after an offer.
- 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 industry and/or goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- At least three years of financial-services industry and/or goal-based sales experience; additional professional designations or insurance licenses.
Pay
$70,000.00 - $80,000.00 USD base salary
Model-written summary · the original posting is authoritative