Bank of America
Financial Solutions Advisor Registration Candidate - St. John, MO
Saint Louis · Full-time · Posted Oct 8, 2026
- Experience
- No minimum years required; desired qualification includes 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 to obtain securities licenses and advises financial-center clients on banking and investment solutions, building relationships and recommending strategies for their financial goals.
What you'll do
- Complete licensing and advisor training, including SIE, Series 7, and Series 66 (or accepted alternatives).
- Assess client needs, provide advice and reviews, and recommend financial strategies and solutions.
- Collaborate with banking and investment partners to connect clients with Bank of America and Merrill services.
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 (63 and 65 accepted in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, with ability to manage multiple tasks and adapt to technology.
- Results-driven, client-focused approach in a complex, fast-paced environment.
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.
Model-written summary · the original posting is authoritative