Bank of America
Financial Solutions Advisor - Registration Candidate - Ft. Worth/West TX Market
Fort Worth +2 · Full-time · Posted Oct 5, 2026
- Location
- Fort Worth
Waco
Midlothian - Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Earn securities licenses and train to advise financial center clients on banking and investment solutions, build client relationships, and recommend strategies aligned with their financial goals.
What you'll do
- Obtain required securities licenses through structured training and dedicated study time.
- Develop client relationships, assess financial needs, and provide advice, reviews, and recommendations.
- Collaborate with banking and investment partners to connect clients with appropriate solutions.
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 Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, self-discipline, and ability to manage multiple tasks and adapt to technology.
- 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