Bank of America
Financial Solutions Advisor - Registration Candidate - East Valley Phoenix Area
Chandler +1 · Full-time · Posted Sep 14, 2026
- Location
- Chandler
Phoenix - Experience
- A minimum of one year of financial services industry or sales experience is desired; no required years stated.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to obtain securities licenses and advise financial-center clients on banking and investment solutions tailored to their financial goals.
What you'll do
- Build and manage client relationships, assess needs, and recommend appropriate financial solutions.
- Deliver client reviews and presentations and connect clients with Bank of America and Merrill services.
- Obtain required securities licenses and complete SAFE Act registration requirements.
What they ask for
- Aptitude for obtaining required industry licenses, including SIE within 30 days and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, time management, and ability to handle multiple tasks in a fast-paced environment.
- High School Diploma, GED, Secondary School, or equivalent.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience; Spanish speaking.
Model-written summary · the original posting is authoritative