Bank of America
Financial Solutions Advisor Registration Candidate - Arroyo Grande Financial Center
Arroyo Grande · Full-time · Posted Sep 15, 2026
- Experience
- No minimum years required; desired qualification: a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to earn securities licenses and develop advisory skills, then serves financial-center clients by assessing needs, recommending banking and investment solutions, and building client relationships.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Assess client needs and recommend financial strategies and solutions.
- Build and manage client relationships and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses; SIE within 30 days of hire and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, multitasking, adaptability to new technology, and a results-driven mindset that prioritizes client interests.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 USD hourly base salary
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative