Bank of America
Financial Solutions Advisor Registration Candidate - Balboa Parthenia
Northridge · Full-time · Posted Oct 23, 2026
- Experience
- At least one year of financial services industry or sales experience is desired, or a bachelor’s degree; no required years stated.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Train for securities licenses and develop into a financial advisor who builds client relationships, assesses financial needs, and recommends banking and investment solutions.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Build and manage client relationships, assess needs, and recommend financial 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 (Series 63 and 65 accepted instead of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; effective communication and collaboration.
- Results-driven, client-focused approach; ability to multitask and adapt to new technology or applications.
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 pay (base salary)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative