Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Rice Creek Village Financial Center
Columbia · Full-time · Posted Oct 5, 2026
- Experience
- No specific years required; desired qualification is a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Train for securities licenses and develop into a financial advisor who builds client relationships, assesses financial needs, and recommends banking and investment solutions.
What you'll do
- Obtain required securities licenses through structured training and study.
- Build and manage client relationships, assess needs, and provide advice and financial solutions.
- Deliver client reviews and presentations and collaborate with banking and investment partners.
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 accepted in lieu of Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, self-discipline, and ability to manage multiple tasks in a fast-paced environment.
- High School Diploma / GED / Secondary School or equivalent.
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