Bank of America
Financial Solutions Advisor - Registration Candidate - Mid-Cities DFW Area
Colleyville +1 · Full-time · Posted Oct 22, 2026
- Location
- Colleyville
Dallas - Experience
- No minimum years specified as a requirement. Desired: a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Obtains securities licenses and trains to advise clients on financial needs, recommend banking and investment solutions, and build client relationships in a financial center.
What you'll do
- Identify client needs and recommend financial strategies and solutions.
- Deliver client reviews and presentations, and connect clients with Bank of America and Merrill partners.
- Build and manage client relationships while supporting banking and investment needs.
What they ask for
- Aptitude for obtaining required industry licenses, including the required SIE, Series 7, and Series 66 (or Series 63 and 65 in lieu of 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 adaptability to new technology or applications.
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