Bank of America
Financial Solutions Advisor Registration Candidate - Powers Ferry Financial Center - Bilingual Fluency in Spanish / English Required
Marietta · Full-time · Posted Sep 21, 2026
- Experience
- At least one year of financial services industry or sales experience is a desired qualification; no minimum is stated as a requirement.
- Education
- Bachelor's degree is a desired qualification.
About the job
Train to obtain securities licenses and develop advisory skills, then work in a financial center helping clients with banking and investment solutions and financial goals.
What you'll do
- Build and manage client relationships, assess needs, and recommend appropriate solutions.
- Provide comprehensive financial advice, client reviews, and presentations.
- 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; SIE within 30 days 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 at least one year of financial services industry or sales experience.
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative