Bank of America
Financial Solutions Advisor Registration Candidate- Democracy Boulevard Financial Center
Bethesda · Full-time · Posted Oct 26, 2026
- Experience
- At least one year of financial services industry or sales experience is a desired qualification; a bachelor’s degree is listed as an alternative.
- Education
- Bachelor’s degree (desired; alternatively, at least one year of financial services industry or sales experience).
About the job
Train and qualify as a financial advisor, then help financial-center clients understand their needs and connect them with banking and investment solutions.
What you'll do
- Build and manage client relationships, assess needs, and recommend appropriate financial solutions.
- Provide comprehensive advice and conduct client reviews and presentations to support clients’ financial goals.
- Collaborate with banking and investment partners to connect clients with Bank of America and Merrill services.
What they ask for
- Aptitude for obtaining required industry licenses; obtain SIE within 30 days of hire and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted instead of Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, adaptability, and ability to manage competing tasks in a fast-paced environment while prioritizing client interests.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 USD hourly pay (base salary; not incentive eligible)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative