Bank of America
Financial Solutions Advisor - Registered Candidate - Venice Pines
Venice · Full-time · Posted Aug 18, 2025
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Acquires required registrations and training to become a Financial Solutions Advisor, then helps clients plan financial goals with banking and brokerage products and services.
What you'll do
- Develops financial plans and recommends banking and investment strategies aligned with client needs.
- Triages client requests and refers clients to appropriate internal providers based on needs and asset thresholds.
- Identifies potential clients through referrals or financial-center clientele and manages risk in daily activities.
What they ask for
- Obtain Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66 if previously held.
- Communicate effectively and have strong computer skills, including multitasking in a fast-paced environment.
- Adapt and seek solutions for clients in a fast-paced environment.
- Complete SAFE Act registration and required background check, and maintain good standing.
Tools
Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative