Bank of America
Financial Solutions Advisor - Registration Candidate - Scottsdale Area
Scottsdale +1 · Full-time · Posted Oct 22, 2026
- Location
- Scottsdale
Phoenix - 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 helps them pursue financial goals.
What you'll do
- Build and manage client relationships, assess needs, and recommend appropriate solutions.
- Provide comprehensive advice, client reviews, and presentations; connect clients with Bank of America and Merrill partners.
- Obtain required securities licenses and progress through advisor training and development.
What they ask for
- Aptitude to obtain required industry licenses; SIE required within 30 days of hire and Series 7 and Series 66 within 120 days (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, 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; Spanish speaking.
Model-written summary · the original posting is authoritative