Bank of America
Financial Solutions Advisor Registration Candidate - River Park Financial Center
Fresno · Full-time · Posted Oct 7, 2026
- Experience
- At least one year in financial services or sales is a desired qualification; no required years stated.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to obtain securities licenses and develop advisory skills, then serves financial-center clients with banking and investment solutions and advice.
What you'll do
- Build and manage client relationships, assess financial 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 offerings.
What they ask for
- Aptitude for obtaining required industry licenses; obtain SIE within 30 days and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted in lieu of Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration; ability to manage multiple tasks and adapt to technology.
- Self-disciplined, results-driven approach that prioritizes client interests in a fast-paced environment.
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 per hour (base salary)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative