Bank of America
Financial Solutions Advisor Registration Candidate - Warner Robins Centerville Financial Center
Centerville · Full-time · Posted Sep 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 financial-center clients by assessing their needs and recommending banking and investment solutions.
What you'll do
- Build and manage client relationships, assess financial needs, and recommend suitable solutions.
- Deliver comprehensive advice, client reviews, and presentations to help clients pursue 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, including the stated exam deadlines.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, adaptability, and ability to manage multiple tasks in a 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.
Tools
SIE, Series 7, Series 66, Series 63, Series 65
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