Bank of America
Financial Solutions Advisor - West Valley Area
Phoenix +4 · Full-time · Posted Sep 10, 2026
- Location
- Phoenix
Goodyear
Peoria
Prescott Valley
Carefree - 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 such a sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides clients with financial plans and customized banking and investment recommendations to help meet their financial goals.
What you'll do
- Develops financial plans and recommends brokerage, banking, and investment solutions aligned with client needs.
- Triages client requests and refers clients to internal service providers based on their needs and asset thresholds.
- Identifies prospective clients, manages risk, and supports referral partners with coaching and feedback.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); if holding only Series 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 and/or sales-environment experience where goals were met or exceeded.
Nice to have
- Bilingual Spanish or Mandarin.
- Strong computer skills; three or more years of financial-services and/or qualifying sales experience; CFP or CRPC designation; or insurance licenses.
Model-written summary · the original posting is authoritative