Bank of America
Financial Solutions Advisor - Ventura Main Financial Center
$70K–$80K
Ventura · Full-time · Posted Sep 15, 2026
- 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: three or more 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 solutions, helping clients plan their goals, select banking and investment strategies, and connect with appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage, banking, and investment solutions aligned with client goals.
- Triages client requests and refers them to internal service providers based on needs and asset thresholds.
- Develops new client relationships, manages risk, and coaches referral partners.
What they ask for
- Currently holds Series 7 and Series 66, or Series 63 and 65 in lieu of Series 66.
- 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 and/or goal-based sales experience.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Three or more years of financial-services and/or goal-based sales experience; additional designations such as CFP or CRPC, or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Tools
Series 7, Series 66, 63, 65
Model-written summary · the original posting is authoritative