Bank of America
Financial Solutions Advisor- Valley Crest Market
$70K–$80K
Burbank +15 · Full-time · Posted Sep 16, 2026
- Location
- Burbank
La Crescenta
La Canada Flintridge
North Hollywood
Van Nuys
Glendale
Sherman Oaks
Panorama City
Sunland
North Hills
Sun Valley
Mission Hills
Studio City
Montrose
Los Angeles
Valley Village - Experience
- At least one year in the investments industry and at least one year in financial services and/or goal-oriented sales; desired: at least three years in financial services and/or goal-oriented sales.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial advice and customized plans, recommends banking and investment solutions, and connects clients with appropriate internal partners to help meet their financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with clients’ goals.
- Triage client requests, refer clients to internal partners, and develop new client relationships.
- 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 63 and 65); if holding only one of 63 or 65, must pass the missing exam within 60 days of 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 or sales experience in a goal-oriented environment.
- 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 or goal-oriented sales experience; CFP or CRPC designation and insurance licenses are also desired.
Pay
$70,000.00 - $80,000.00 USD annualized base salary
Model-written summary · the original posting is authoritative