Bank of America
Financial Solutions Advisor Registration Candidate - Panorama City Financial Center- Bilingual Spanish Preferred
Panorama City · Full-time · Posted Oct 29, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is preferred; no required number of years stated.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Train to become a licensed financial advisor, then help financial-center clients identify needs, receive advice, and connect with banking and investment solutions.
What you'll do
- Build and manage client relationships; assess needs and recommend appropriate 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 solutions.
What they ask for
- Aptitude for obtaining required industry licenses, including 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.
- Self-discipline in managing time and capacity, effective communication and collaboration, and ability to manage multiple tasks and adapt to technology.
- Results-driven approach that prioritizes client interests in a complex, fast-paced environment.
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; bilingual Spanish.
Pay
$28.85 - $33.65 USD hourly pay (base salary)
Model-written summary · the original posting is authoritative