Bank of America
Financial Solutions Advisor Registration Candidate - South Gate
South Gate · Full-time · Posted Oct 23, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to obtain securities licenses and develop advisory skills, then helps financial center clients identify needs and access banking and investment solutions.
What you'll do
- Build and manage client relationships; assess needs and recommend financial solutions.
- Provide client reviews and presentations, and recommend strategies aligned with clients’ financial goals.
- Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
What they ask for
- Aptitude for obtaining required industry licenses; SIE within 30 days of hire and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted in lieu of Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, adaptability, ability to handle multiple tasks, and a results-driven mindset that prioritizes client interests.
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 base salary
Model-written summary · the original posting is authoritative