Bank of America
Financial Solutions Advisor Registration Candidate - Baldwin Park
Baldwin Park · Full-time · Posted Aug 14, 2026
- Experience
- At least one year of financial services industry or sales experience is desired; no minimum required experience 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; obtain 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; ability to manage multiple tasks and adapt to technology or applications.
- Self-disciplined, results-driven, and able to prioritize client interests in a fast-paced environment.
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 hourly pay (base salary; not incentive eligible)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative