Bank of America
Financial Solutions Advisor Registration Candidate- San Francisco Market
San Francisco · Full-time · Posted Aug 17, 2026
- Experience
- No minimum years required; desired qualification is a bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Train and qualify as a financial advisor, then help financial-center clients identify needs and choose banking and investment solutions aligned with their goals.
What you'll do
- Build and manage client relationships; assess needs and recommend appropriate solutions.
- Provide comprehensive financial advice, client reviews, and presentations, and connect clients with Bank of America and Merrill services.
- Obtain required securities licenses and complete the advisor training program.
What they ask for
- Aptitude for obtaining required industry licenses, including the stated exam deadlines.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline, effective communication and collaboration, and a results-driven, client-focused approach.
- Ability to manage multiple tasks and adapt to new 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 or sales experience.
Pay
$28.85 - $33.65 hourly pay (base salary)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative