Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - West Martin Town Road Financial Center
North Augusta · Full-time · Posted Oct 22, 2026
- Experience
- At least one year of financial services industry or sales experience is desired, not required.
- Education
- Minimum: High School Diploma / GED / Secondary School or equivalent.
About the job
Train to obtain securities licenses and develop into a financial advisor who provides banking and investment solutions and advice to clients at a financial center.
What you'll do
- Build and manage client relationships, assess financial needs, and recommend appropriate solutions.
- Provide comprehensive financial advice, client reviews, and presentations to help clients pursue their 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; obtain the SIE 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.
- Strong communication and collaboration skills, with the ability to manage multiple tasks and adapt to new technology or applications.
- Self-discipline, a results-driven mindset, and ability to prioritize client interests in a complex, fast-paced environment.
Nice to have
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative