Bank of America
Financial Solutions Advisor - Walnut Creek Main Financial Center
$70K–$80K
Walnut Creek · Full-time · Posted Oct 22, 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 clients with financial plans and tailored banking and investment recommendations to help meet their financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ needs.
- Triage client requests, make referrals to internal partners, and develop new client relationships.
- Manage risk and provide referral partners with coaching and feedback.
What they ask for
- Currently holds Series 7 and Series 66 (or Series 63 and 65 in lieu of 66) licenses.
- 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 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.
- Additional professional 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, Series 63, Series 65, stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative