Bank of America
Financial Solutions Advisor Registration Candidate - Northern California Market
Folsom · Full-time · Posted Oct 21, 2026
- Experience
- No minimum years required; preferred qualification is a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Develops into a licensed financial advisor, building client relationships and providing banking and investment advice and solutions at a financial center.
What you'll do
- Obtain required securities licenses through structured training and study.
- Assess client needs, build relationships, and recommend financial strategies and solutions.
- Deliver client reviews and presentations and collaborate with banking and investment partners.
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.
- Self-discipline, effective communication and collaboration, and ability to manage multiple tasks in a fast-paced environment.
- High School Diploma / GED / Secondary School or equivalent.
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 hourly pay (base salary; not incentive eligible)
Tools
SIE, Series 7, Series 66, 63, 65
Model-written summary · the original posting is authoritative