Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Myrtle Beach Main Financial Center
Myrtle Beach · Full-time · Posted Oct 20, 2026
- Experience
- At least one year in financial services or sales is a desired qualification, not a stated requirement.
- Education
- High School Diploma / GED / Secondary School or equivalent; bachelor’s degree is desired.
About the job
Train to obtain securities licenses, then advise financial-center clients on banking and investment solutions and build client relationships.
What you'll do
- Study for and obtain the SIE, Series 7, and Series 66 licenses (or accepted Series 63 and 65 in lieu of Series 66).
- Assess client needs and provide advice, reviews, presentations, and recommended financial strategies.
- Collaborate with banking and investment partners to connect clients with appropriate solutions.
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.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, results focus, ability to handle multiple tasks, and adaptability to new technology.
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