Bank of America
Financial Solutions Advisor Registration Candidate-Washington, DC Market
$65K–$75K
Washington · Full-time · Posted Mar 18, 2026
- Experience
- At least one year in financial services and/or a goal-based sales environment; desired: at least one year in the investments industry.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial advice and customized banking and investment solutions, helping clients plan goals, reviewing their needs, and referring them to appropriate internal partners.
What you'll do
- Build financial plans using brokerage, banking, and managed solutions; recommend strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal providers based on their needs and asset thresholds.
- Identify potential clients, manage risk, and complete required licenses and training.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65; if missing Series 66, must pass the missing series within 60 days of an offer.
- At least one year of financial services industry experience and/or sales experience meeting or exceeding goals.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- At least one year of investments industry experience, including investment training and in-depth investment product and service knowledge.
- Additional professional designations (CFP and/or CRPC) or insurance licenses.
Pay
$65,000.00 - $75,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative