Bank of America
Financial Solutions Advisor Registration Candidate - Briarwood, MI
Ann Arbor · Full-time · Posted Oct 5, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to become a licensed financial advisor, then helps financial-center clients assess their needs and choose banking and investment solutions.
What you'll do
- Obtain required securities licenses through structured training and study.
- Build client relationships, assess financial needs, and provide advice 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 required within 30 days of hire and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted in lieu of Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, adaptability, and ability to manage multiple tasks while prioritizing client interests.
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