Bank of America
Financial Solutions Advisor Registration Candidate - Southern NJ Market
Margate City · Full-time · Posted Oct 22, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification.
- Education
- Bachelor’s degree is listed as a desired qualification.
About the job
Completes securities licensing and advisor training, then serves clients in a financial center by assessing financial needs, recommending solutions, and building client relationships.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Assess client needs and provide financial advice, reviews, presentations, and recommendations.
- Build client relationships and collaborate with banking and investment partners to connect clients with solutions.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; able to multitask and adapt to new technology or applications.
- Effective communication and collaboration, with 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 pay (base salary)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative