Bank of America
Financial Solutions Advisor - West San Gabriel Valley
$70K–$80K
Alhambra +10 · Full-time · Posted Sep 16, 2026
- Location
- Alhambra
South Pasadena
El Monte
Altadena
San Marino
San Gabriel
Pasadena
Monterey Park
Arcadia
Temple City
Rosemead - 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
Provides personalized financial advice and plans, recommends banking and investment strategies, 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 solutions aligned with clients’ goals.
- Triage client requests, make referrals based on client needs and asset thresholds, and develop potential new clients.
- Manage risk and coach referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 plus Series 63 or 65 with the missing series passed 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 and/or goal-based sales experience.
- High school diploma, GED, secondary school, or equivalent.
Nice to have
- At least three 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 USD base salary
Model-written summary · the original posting is authoritative