Bank of America
Financial Solutions Advisor Registration Candidate - North OC Market
Anaheim · Full-time · Posted Oct 29, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is preferred; no required years stated.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to become a licensed financial advisor, then helps clients identify financial needs, manage relationships, and select banking and investment solutions.
What you'll do
- Obtain securities licenses through structured training, then build foundational advising skills.
- Assess client needs and provide advice, reviews, and recommendations for financial goals.
- Develop client relationships and connect clients with Bank of America and Merrill banking and investment solutions.
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 in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, adaptability, and ability to handle multiple tasks in a fast-paced, results-driven environment while prioritizing client interests.
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; not incentive eligible)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative