Bank of America
Financial Solutions Advisor Registration Candidate - Santa Ana Main Financial Center
Santa Ana · Full-time · Posted Oct 16, 2026
- Experience
- No minimum experience stated; preferred 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
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 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 solutions.
What they ask for
- Aptitude to obtain required industry licenses: SIE within 30 days and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted instead of Series 66.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; ability to handle multiple tasks and adapt to new technology or applications.
- Effective communication and collaboration, with a results-driven approach that prioritizes client interests.
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 base salary
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative