Bank of America
Financial Solutions Advisor Registration Candidate-Pender Village Financial Center
Fairfax · Full-time · Posted Aug 13, 2026
- Experience
- At least one year of financial services industry or sales experience is a desired qualification; a bachelor’s degree is an alternative.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized solutions, helping clients plan goals, reviewing needs, recommending banking and investment strategies, and making referrals to internal partners.
What you'll do
- Builds financial plans using brokerage products and banking and money-managed solutions, and recommends strategies aligned with clients’ goals.
- Triages client requests and refers clients to appropriate internal service providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and builds client relationships.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including strong peer relationships.
- Self-discipline in managing time and capacity; ability to prioritize client interests, manage multiple tasks, and adapt to 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 pay (base salary; not incentive eligible)
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative