Bank of America
Financial Solutions Advisor Registration Candidate- San Jose Market
San Jose · Full-time · Posted Oct 26, 2026
- Experience
- No minimum years required; preferred: a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to obtain securities licenses, then advises financial-center clients on banking and investment solutions and builds client relationships.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Assess client needs, provide financial advice, and recommend strategies and solutions.
- Build and manage client relationships and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses, including SIE within 30 days and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted instead of Series 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, adapt to technology, and prioritize 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 hourly pay (base salary)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative