Bank of America
Financial Solutions Advisor Registration Candidate - West Loop, IL
Chicago · Full-time · Posted Oct 22, 2026
- Experience
- No specific years required; desired qualification is a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Train to become a licensed financial advisor, then advise financial-center clients on banking and investment solutions and help them pursue their financial goals.
What you'll do
- Obtain securities licenses and complete advisor training.
- Build and manage client relationships, assess needs, and recommend suitable financial strategies.
- Deliver client reviews and presentations and connect clients with Bank of America and Merrill banking and investment solutions.
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 (Series 63 and 65 accepted in lieu of Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; ability to communicate and collaborate effectively, handle multiple tasks, and adapt to technology.
- Results-driven approach that prioritizes client interests in a complex, fast-paced environment.
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 hourly pay (base salary; not incentive eligible)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative