Bank of America
Financial Solutions Advisor Registration Candidate- El Camino-Kiely Financial Center
Santa Clara · Full-time · Posted Aug 21, 2026
- Experience
- No minimum years required; desired qualification is a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Train for and obtain securities licenses, then advise financial center clients on banking and investment solutions and build client relationships.
What you'll do
- Identify client needs and recommend appropriate financial solutions and strategies.
- Deliver client reviews and presentations, and connect clients with Bank of America and Merrill partners.
- Build and deepen client relationships while supporting core banking and investment services.
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 (63 and 65 accepted in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline, effective communication and collaboration, and ability to manage multiple tasks in a fast-paced environment.
- Minimum education: 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.
Pay
USD $28.85 - $33.65 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