Financial Solutions Advisor - Stonestown Financial Center
Bank of AmericaSan Francisco, California, United States
Posted March 2, 2026
70000 - 80000 USD
Full Time
About the Company
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Job Description
The Financial Solutions Advisor will provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. They will work with clients to plan their short and long-term financial goals, recommend banking and investments strategies, and mitigate risk. The ideal candidate will have experience in the investments industry, strong computer skills, and excellent communication and interpersonal skills.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Strong computer skills with an ability to multitask in a demanding environment
- Excellent communication and interpersonal skills
Benefits
- Formulaic incentive eligible
- Paid time off
- Industry-leading benefits
