Bank of America
Financial Solutions Advisor Registration Candidate- Sunset Esplenade
Hillsboro · Full-time · Posted Oct 19, 2026
- Experience
- One year of financial services industry or sales experience is listed as a desired qualification, alongside a bachelor’s degree.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals, recommends banking and investment solutions, and connects clients with appropriate internal partners.
What you'll do
- Builds financial plans using brokerage, banking, and money-managed solutions; recommends strategies aligned with client needs.
- Triages client requests, makes referrals, and identifies potential new clients.
- Manages risk in daily activities.
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 handle multiple tasks.
- 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; Spanish bilingual required.
Model-written summary · the original posting is authoritative