Bank of America
Financial Solutions Advisor Registration Candidate- Hayward and Milpitas Area
San Jose +8 · Full-time · Posted Oct 6, 2026
- Location
- San Jose
Castro Valley
Fremont
San Leandro
Union City
Milpitas
Newark
SAN JOSE
Hayward - Experience
- No minimum years required; preferred: a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Earn securities licenses and train to advise clients on banking and investment solutions, build client relationships, and support their financial goals in a financial center.
What you'll do
- Develop client relationships, assess financial needs, and recommend suitable solutions.
- Deliver client reviews and presentations and connect clients with Bank of America and Merrill banking and investment services.
- Obtain required securities licenses and progress through advisor training.
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 instead of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline, effective communication and collaboration, and ability to manage multiple tasks in a fast-paced environment.
- 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.
Pay
$28.85 - $33.65 USD hourly pay (base salary)
Model-written summary · the original posting is authoritative