Bank of America
Financial Solutions Advisor Registration Candidate- Napa, Marin, Sonoma Areas
Santa Rosa +11 · Full-time · Posted Sep 4, 2026
- Location
- Santa Rosa
Greenbrae
Napa
Rohnert Park
Novato
San Rafael
Petaluma
Sebastopol
Healdsburg
Sonoma
Corte Madera
Mill Valley - Experience
- At least one year of financial services industry or sales experience is desired, or a bachelor’s degree.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains for securities licenses and develops advisory skills before helping financial-center clients with banking and investment solutions and comprehensive financial advice.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Build client relationships, assess financial needs, and recommend appropriate solutions.
- Deliver client reviews and presentations and connect clients with Bank of America and Merrill services.
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 (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, results-driven approach, ability to multitask, and adaptability to new technology.
Nice to have
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 hourly pay (base salary)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative