Bank of America
Financial Solutions Advisor - Registration Candidate - North Phoenix Area
Phoenix +1 · Full-time · Posted Oct 28, 2026
- Location
- Phoenix
Glendale - Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to obtain securities licenses, then advises financial-center clients on banking and investment solutions and builds client relationships.
What you'll do
- Develop client relationships, assess needs, and recommend financial strategies and solutions.
- Deliver client reviews and presentations, and connect clients with Bank of America and Merrill partners.
- Obtain required securities licenses and complete SAFE Act registration requirements.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration skills.
- Self-discipline, ability to manage multiple tasks, and a results-driven approach that prioritizes client interests.
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; Mandarin or Spanish speaking preferred.
Model-written summary · the original posting is authoritative