Bank of America
Financial Solutions Advisor Registration Candidate- Peninsula Market
San Francisco +3 · Full-time · Posted Sep 2, 2026
- Location
- San Francisco
Belmont
Foster City
Daly City - Experience
- No minimum years required; 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
Completes structured securities licensing and advisor training, then supports clients with banking and investment solutions, financial advice, and relationship management.
What you'll do
- Build and manage client relationships, assess needs, and recommend appropriate financial strategies and solutions.
- Deliver client reviews and presentations, and connect clients with Bank of America and Merrill banking and investment offerings.
- Obtain required securities licenses through training and meet role milestones before serving clients in a financial center.
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 (Series 63 & 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, results orientation, ability to manage multiple tasks, and adaptability to technology or applications.
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 hourly pay (base salary)
Model-written summary · the original posting is authoritative