Bank of America
Financial Solutions Advisor Registration Candidate - Auburn And Rochester, MI
Rochester Hills · Full-time · Posted Oct 5, 2026
- Experience
- No minimum years required; desired qualification is a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Train to become a licensed financial advisor, then help financial-center clients understand their needs and choose banking and investment solutions.
What you'll do
- Obtain required securities licenses through training and study, including SIE, Series 7, and Series 66 (or accepted alternatives).
- Build and manage client relationships, assess financial needs, and recommend strategies and solutions.
- Deliver client reviews and presentations 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 (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, results-driven mindset, ability to prioritize client interests, multitask, and adapt to technology.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative