Bank of America
Financial Solutions Advisor Registration Candidate - Northern California Market
Roseville · Full-time · Posted Sep 25, 2026
- Experience
- No general minimum stated; desired 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
Trains to become a licensed financial advisor, then works with financial-center clients to understand their needs, recommend banking and investment solutions, and build client relationships.
What you'll do
- Obtain securities licenses and complete advisor training; provide client advice, reviews, and presentations.
- Identify client needs and recommend appropriate financial strategies and Bank of America or Merrill solutions.
- Build and deepen client relationships while collaborating with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses; obtain 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 to new technology, and ability to manage multiple tasks in a fast-paced 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 hourly pay (base salary)
Tools
Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative