Bank of America
Financial Solutions Advisor Registration Candidate- Silicon Valley Area
US - CA - Cupertino - 1 Apple Park Way - Apple Park (CA3218) +8 · Full-time · Posted Oct 23, 2026
- Location
- US - CA - Cupertino - 1 Apple Park Way - Apple Park (CA3218)
Mountain View
Redwood City
Sunnyvale
Cupertino
San Carlos
Los Altos
Menlo Park
Palo Alto - Experience
- No minimum years required; desired: 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 and licenses Financial Solutions Advisors to build client relationships, assess financial needs, and recommend banking and investment solutions in a financial center.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Cultivate client relationships, assess needs, and provide financial advice and solutions.
- Conduct client reviews and collaborate with banking and investment partners.
What they ask for
- Aptitude to obtain required industry licenses; SIE within 30 days and Series 7 and Series 66 within 120 days (63 and 65 accepted instead of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Strong communication and collaboration; self-disciplined time management and ability to manage multiple tasks.
- Results-driven, client-focused approach and adaptability to new technology or applications.
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 hourly (base salary)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative