Bank of America
Financial Solutions Advisor Registration Candidate - Central OC Market
Fountain Valley · Full-time · Posted Oct 22, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Completes securities licensing and advisor training, then works with financial-center clients to understand their needs and recommend banking and investment solutions.
What you'll do
- Build and manage client relationships, identify needs, and recommend appropriate solutions.
- Provide comprehensive advice, client reviews, and presentations to support clients’ financial goals.
- Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
What they ask for
- Aptitude for obtaining required industry licenses; SIE must be obtained within 30 days of hire and Series 7 and Series 66 within 120 days (63 & 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 in managing time and capacity; ability to prioritize client interests, multitask, and adapt to new 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.
Pay
$28.85 - $33.65 USD hourly pay; base salary
Tools
SIE, Series 7, Series 66, 63, 65
Model-written summary · the original posting is authoritative