Bank of America
Financial Solutions Advisor Registration Candidate - East Anaheim Financial Center
Anaheim · Full-time · Posted Oct 21, 2026
- Experience
- At least one year of financial services industry or sales experience is a desired qualification; no years are specified as a requirement.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to obtain securities licenses, then advises financial-center clients on banking and investment solutions and helps them pursue financial goals.
What you'll do
- Build and manage client relationships, assess needs, and recommend suitable financial solutions.
- Deliver client reviews and presentations, provide advice, and connect clients with Bank of America and Merrill partners.
- Obtain required securities licenses and complete the role’s training and development milestones.
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 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, ability to manage multiple tasks, and a results-driven mindset that prioritizes clients in a fast-paced environment.
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)
Model-written summary · the original posting is authoritative