Bank of America
Financial Solutions Advisor Registration Candidate - North Fontana Financial Center
Fontana · Full-time · Posted Oct 19, 2026
- Experience
- At least one year of financial services industry or sales experience is a desired qualification, not a requirement.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Completes securities licensing and advisor training, then serves financial-center clients by assessing their needs and recommending banking and investment solutions.
What you'll do
- Build and manage client relationships; identify needs and recommend appropriate solutions.
- Provide comprehensive advice, client reviews and presentations, and strategies aligned with clients’ financial goals.
- Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
What they ask for
- Aptitude for obtaining required industry licenses: SIE within 30 days and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted instead of Series 66.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; effective communication and collaboration.
- Results-driven approach that prioritizes clients’ interests; ability to multitask and adapt to new technology or applications.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- 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