Bank of America
Financial Solutions Advisor Registration Candidate- San Jose Market
San Jose · Full-time · Posted Apr 27, 2026
- Experience
- A minimum of one year in financial services or sales is preferred.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Train and qualify as a financial advisor, then advise clients on banking and investment solutions and build client relationships at a financial center.
What you'll do
- Identify client needs and recommend appropriate financial strategies and solutions.
- Provide comprehensive advice, client reviews, and presentations.
- Collaborate with banking and investment partners to connect clients with Bank of America and Merrill services.
What they ask for
- Aptitude for obtaining required industry licenses; obtain the SIE within 30 days of hire 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, including building strong peer relationships.
- Self-discipline, adaptability, and ability to manage multiple tasks in a fast-paced environment.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 USD hourly pay (base salary)
Model-written summary · the original posting is authoritative