Bank of America
National Financial Solutions Advisor I (Series 7 Required)
$65K–$85K
Riverside +1 · Full-time · Posted Aug 4, 2026
- Location
- Riverside
Lincoln - Experience
- 0–2 years is listed as a desired qualification in financial services and/or a metrics-based sales environment; no years are required.
- Education
- Bachelor’s degree desired; no required education stated.
About the job
Advises clients through a contact center on investment, banking, and lending solutions to help them achieve financial goals and build lasting client relationships.
What you'll do
- Assess client needs and recommend strategies and Bank of America/Merrill solutions.
- Conduct client reviews and presentations, provide comprehensive advice, and set expectations for ongoing relationships.
- Collaborate with banking and investment partners while managing client relationships and regulatory due diligence.
What they ask for
- Series 7 and Series 66 or equivalent; if Series 66 is not held, it must be obtained within 90 days.
- Comfort with sales and nurturing client relationships.
- Clear, confident communication and productive collaboration.
- Ability to manage complexity, prioritize, adapt, and complete regulatory due diligence.
Nice to have
- Bachelor’s degree.
- 0–2 years of financial services and/or metrics-based sales experience; experience assessing client needs and managing relationships, and strong computer skills.
Pay
$65,000.00 - $85,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative