Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Fishhawk Financial Center
Lithia · Full-time · Posted Oct 26, 2026
- Experience
- At least one year of financial services industry or sales experience is desired, or a bachelor’s degree.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to obtain securities licenses and then advises financial-center clients on banking and investment solutions, building relationships and recommending strategies for their financial goals.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Assess client needs, provide advice and recommend financial solutions.
- Build client relationships and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses, including SIE, Series 7 and Series 66 (or Series 63 and 65 in lieu of 66), within stated deadlines.
- Experience cultivating client relationships, assessing needs and recommending solutions.
- Self-discipline, effective communication and collaboration, and ability to manage multiple tasks in a fast-paced environment.
- Must register under the SAFE Act and complete the required background check and registration process.
Nice to have
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
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