Bank of America
Financial Solutions Advisor Registration Candidate - West Brentwood
Santa Monica · Full-time · Posted Oct 23, 2026
- Experience
- Desired: a minimum of one year of financial services industry or sales experience; a bachelor’s degree is also listed as an alternative.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to become a licensed financial advisor, then helps financial-center clients assess their needs and choose banking and investment solutions.
What you'll do
- Build and manage client relationships, assess needs, and recommend suitable financial solutions.
- Provide client reviews and presentations, and advise on strategies for financial goals and priorities.
- 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; obtain SIE within 30 days of hire and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted in lieu of Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, adaptability, ability to manage multiple tasks, and a results-driven, client-focused approach.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 USD hourly pay (base salary; not incentive eligible)
Model-written summary · the original posting is authoritative