Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Twin Rivers Financial Center
New Bern · Full-time · Posted Oct 13, 2026
- Experience
- No minimum years specified as a hard requirement; desired qualification includes a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to obtain securities licenses and provide banking and investment advice, build client relationships, and recommend financial solutions at a financial center.
What you'll do
- Earn required securities licenses through structured training and study time.
- Assess client needs, provide financial advice, and recommend strategies and solutions.
- Build and manage 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 (Series 63 and 65 accepted in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration skills.
- Self-discipline, a results-driven mindset, ability to handle 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.
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative