Bank of America
Financial Solutions Advisor- Virginia Beach Area
$70K–$80K
Williamsburg +1 · Full-time · Posted Sep 2, 2026
- Location
- Williamsburg
Richmond - Experience
- Minimum of one year in investments and minimum of one year in financial services and/or a sales environment; desired: three or more years in financial services and/or sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized plans, recommending banking and investment solutions to help clients meet their goals.
What you'll do
- Build financial plans and recommend brokerage products and banking or investment strategies aligned with clients’ needs.
- Triage client requests, refer clients to internal partners, and identify potential new clients.
- Manage risk and coach referral partners on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and 66 licenses, or Series 63 and 65 in lieu of 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
- Three or more years of financial-services and/or goal-based sales experience.
- Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC); insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative