Bank of America
Financial Solutions Advisor Registration Candidate - Diablo Market
Pleasant Hill · Full-time · Posted Sep 28, 2026
- Experience
- At least one year of financial services industry or sales experience is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to obtain securities licenses and develop advisory skills, then serves clients at a financial center by assessing financial needs and recommending banking and investment solutions.
What you'll do
- Build and manage client relationships; identify needs and recommend appropriate solutions.
- Provide comprehensive financial advice, client reviews, and presentations to support clients’ goals.
- Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
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 in lieu of Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building peer relationships.
- Self-discipline, adaptability, and ability to manage multiple tasks in a fast-paced, results-driven 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 hourly pay (base salary)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative