Bank of America
Financial Solutions Advisor Registration Candidate - Greater Oakland Market
Oakland · Full-time · Posted Oct 21, 2026
- Experience
- A minimum of one year in financial services or sales is listed as a desired qualification, not a requirement.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to obtain securities licenses and develop advisory skills, then serves financial-center clients by assessing their needs and recommending banking and investment solutions.
What you'll do
- Build and manage client relationships, assess financial needs, and recommend suitable solutions.
- Provide comprehensive advice and client reviews, and connect clients with Bank of America and Merrill banking and investment partners.
- Obtain and maintain required securities licenses and SAFE Act registration.
What they ask for
- Aptitude for obtaining required industry licenses, including SIE within 30 days and Series 7 and Series 66 within 120 days of hire (Series 63 and 65 accepted in lieu of Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration; ability to manage multiple tasks and adapt to technology.
- Self-discipline and a results-driven mindset that prioritizes client interests in a fast-paced environment.
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
Model-written summary · the original posting is authoritative