Bank of America
Financial Solutions Advisor Registration Candidate - Northern San Diego Market
Oceanside · Full-time · Posted Sep 25, 2026
- Experience
- At least one year of financial services industry or sales experience is desired; a bachelor’s degree is stated as an alternative.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Completes securities licensing and advisor training, then serves clients in a financial center by assessing financial needs and recommending banking and investment solutions.
What you'll do
- Build and manage client relationships; identify needs and recommend suitable solutions.
- Provide comprehensive advice, client reviews, and presentations to help clients pursue financial goals.
- Collaborate with banking and investment partners to connect clients with Bank of America and Merrill services.
What they ask for
- Aptitude to obtain required industry licenses: SIE within 30 days and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, results-driven client focus, ability to manage multiple tasks, and adaptability to new technology.
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 USD hourly base salary
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative