Bank of America
Financial Solutions Advisor Registration Candidate- Saratoga, Santa Cruz, Monterey Areas
Watsonville +13 · Full-time · Posted Sep 16, 2026
- Location
- Watsonville
Capitola
Salinas
Saratoga
San Jose
Seaside
Morgan Hill
Santa Cruz
Scotts Valley
Aptos
Carmel
Monterey
Gilroy
Hollister - Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification; no required years stated.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Train to obtain securities licenses, then advise financial-center clients on banking and investment solutions and build client relationships.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Assess client needs, provide financial advice, and recommend appropriate strategies and solutions.
- Build 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 of hire (Series 63 and 65 accepted in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration; ability to manage time, multitask, and prioritize client interests.
- High School Diploma / GED / Secondary School or equivalent.
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