Bank of America
Financial Solutions Advisor Registration Candidate - Emeryville Financial Center
Emeryville · Full-time · Posted Sep 30, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification, alongside a bachelor’s degree.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to obtain securities licenses, then advises financial-center clients by assessing their needs, recommending banking and investment solutions, and building client relationships.
What you'll do
- Complete licensing and advisor training, then provide client advice and reviews in a financial center.
- Identify client needs and recommend suitable banking and investment solutions.
- Build and deepen client relationships while collaborating with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses; must obtain 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 in managing time and capacity; ability to handle multiple tasks and adapt to new technology or applications.
- Effective communication and collaboration, with a results-driven mindset that prioritizes client interests.
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
$28.85 - $33.65 USD hourly base salary
Tools
SIE, Series 7, Series 66, 63, 65
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