Bank of America
Financial Solutions Advisor Registration Candidate - Fairfield/Concord Market
American Canyon · Full-time · Posted Oct 21, 2026
- Experience
- At least one year of financial services industry or sales experience is a desired qualification; no required years stated.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to obtain securities licenses and develop advisory skills, then helps financial-center clients identify needs and select banking and investment solutions.
What you'll do
- Build and manage client relationships; assess 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 strong peer relationships.
- Self-discipline, ability to manage multiple tasks, and a results-driven mindset that prioritizes 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 USD per hour (base salary)
Model-written summary · the original posting is authoritative