Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Northwoods Financial Center
North Charleston · Full-time · Posted Oct 20, 2026
- Experience
- At least one year of financial services industry or sales experience is listed as a desired qualification, alongside a bachelor’s degree.
- Education
- High school diploma, GED, secondary school, or equivalent.
About the job
Earn securities licenses, train as an advisor, and help financial-center clients identify needs and select banking and investment solutions.
What you'll do
- Build and manage client relationships; assess financial needs and recommend strategies and solutions.
- Deliver client reviews and presentations, and connect clients with Bank of America and Merrill partners.
- Complete required licensing and training milestones before progressing through advisor development stages.
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; Series 63 and 65 are accepted in lieu of Series 66.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, multitasking ability, adaptability to new technology, and a results-driven, client-focused approach.
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