Bank of America
Financial Solutions Advisor Registration Candidate - Forsyth Clayton, MO
Clayton · Full-time · Posted Oct 22, 2026
- Experience
- At least one year of financial services industry or sales experience is preferred, or a bachelor’s degree; the posting does not specify a required number of years.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Obtains securities licenses through structured training, then advises financial-center clients by assessing their needs, recommending banking and investment solutions, and building client relationships.
What you'll do
- Complete required licensing exams and training, then develop foundational advisory skills.
- Assess client needs and provide comprehensive advice, reviews, and recommendations to support financial goals.
- Build and manage client relationships and collaborate with banking and investment partners.
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, adaptability to technology, and ability to manage multiple tasks in a results-driven environment while prioritizing 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.
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative