Finance Jobs in Carmel-by-the-Sea, CA

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2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Carmel-by-the-Sea, CA

Carmel-by-the-Sea, CA

2mo ago Closed

$29 - $34/hr Full time Advisor Banking Client Relations

This position is no longer accepting applications (closed Jul 3, 2026).

Job Description

Entry-level Financial Solutions Advisor Registration Candidate role at Bank of America, onsite in Carmel-by-the-Sea, CA, offering $29 to $34 per hour and requiring SAFE Act registration.

Responsibilities

Begin by earning Securities Industry licenses through a structured program covering SIE, Series 7 and Series 66 examinations.
After licensing, develop core advisory skills by acquiring, building and managing client relationships, evaluating a client’s financial picture, and guiding with personalized advice and solutions in a human-centered manner.
Transition to a financial center to deliver core banking services, investment solutions, and client care in alignment with the firm’s approach.
Upon achieving Stage I milestones, progress to Financial Solutions Advisor Stage II to continue growing and deepening relationships within a client portfolio.
This role requires SAFE Act registration; completion of the registration process and related background checks is required.

Requirements

Aptitude for obtaining required industry licenses.
Education: High School Diploma / GED / Secondary School or equivalent.
Self-discipline in managing time and workload.
Experience in cultivating client relationships, assessing needs, and recommending solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Results-oriented mindset with a client-first focus in a complex, fast-paced environment.
Ability to handle multiple tasks simultaneously.
Willingness to learn and adapt to new technology or applications.
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management

We’ll help you

Build a successful career through world-class training and onboarding programs that set you up for success.
Receive coaching from Academy managers who are invested in your progress.
Grow your business knowledge by using a defined consultative approach to identify client needs and appropriate solutions.
Earn your SIE, Series 7 and Series 66 licenses (63 and 65 accepted in lieu of 66) through structured lessons and dedicated study time; SIE within 30 days of hire and Series 7 & 66 within 120 days.
Expand your network by starting at a financial center and engaging with banking customers, small business owners and higher net worth clients, leveraging a broad household reach to grow the business.
Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients reach their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients with solutions from Bank of America and Merrill to meet most of their financial needs.

Weekly Schedule

Monday through Friday, with rotating Saturdays required

Shift

1st shift (United States of America)

Hours per Week

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