Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Northwoods Financial Center (Bilingual Spanish Required)
North Charleston · Full-time · Posted Oct 9, 2026
- Experience
- No minimum years specified as a hard requirement; 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 to become a licensed financial advisor, then advise financial-center clients, manage relationships, and recommend banking and investment solutions aligned with their goals.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Assess client needs, provide comprehensive advice and reviews, and recommend financial strategies and solutions.
- Build client relationships and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses; SIE within 30 days and Series 7 and Series 66 within 120 days (63 & 65 accepted in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration; ability to manage time, multiple tasks, and adapt to technology.
- Bilingual Spanish required (stated in the job title).
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