Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Ponce de Leon Financial Center
Atlanta · Full-time · Posted Oct 21, 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
Trains to obtain securities licenses and advise financial-center clients by identifying their needs and recommending banking and investment solutions.
What you'll do
- Obtain required securities licenses through structured training and meet the stated licensing deadlines.
- Build client relationships, assess financial needs, and provide advice, reviews, presentations, and recommendations.
- Collaborate with banking and investment partners to connect clients with appropriate solutions.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, results-driven mindset, ability to manage multiple tasks, and adaptability to new technology.
Nice to have
- SIE (Securities Industry Essentials).
- 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