Bank of America
Financial Solutions Advisor Registration Candidate - San Joaquin Valley Market
Merced · Full-time · Posted Sep 28, 2026
- Experience
- At least one year of financial services industry or sales experience is desired, not required.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to become a licensed financial advisor, then serves financial-center clients by assessing their needs and recommending banking and investment solutions.
What you'll do
- Build and manage client relationships; assess clients’ financial needs and recommend strategies and solutions.
- Deliver client reviews and presentations, and connect clients with Bank of America and Merrill banking and investment partners.
- Earn required securities licenses through structured training and meet role milestones.
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 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, ability to manage multiple tasks, adaptability to technology, and a results-driven, client-focused approach.
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)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative