Series 66

Series 66 Finance Jobs

84 jobs found

1mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Ann Arbor, MI

Ann Arbor, MI

1mo ago Closed

Full time Advisor Client Service Financial Advisor

This position is no longer accepting applications (closed Aug 6, 2026).

Job Description

Bank of America is seeking a Financial Solutions Advisor Stage I to join its client-focused team in Ann Arbor, Michigan. The role centers on building and managing relationships, delivering core banking and investment solutions at the financial center, and advancing through a structured licensing path that includes SIE, Series 7, and Series 66, with SAFE Act registration requirements as you move toward Stage II.

This onsite position blends advisory duties with a formal development program designed to equip you with credentials and knowledge to serve a diverse client base, from everyday banking customers to higher net worth individuals.

Responsibilities

Establish and nurture enduring client relationships across the lifecycle of the partnership.
Evaluate clients' complex financial circumstances and deliver tailored guidance and solutions to help them achieve their financial priorities, while maintaining a human-centered approach to conversations.
Provide Bank of America's core banking and investment offerings and client-care approach within a financial center setting.
Obtain the required securities licenses: SIE, Series 7, and Series 66, and complete the licensing within the defined timelines (SIE within 30 days; Series 7 and 66 within 120 days).
Register for the SAFE Act background check and maintain good standing, complying with SAFE Act requirements.
Engage with banking customers, small business owners, and higher-net-worth clients to grow the business.
Deliver end-to-end comprehensive financial guidance.
Lead client reviews and presentations with confidence.
Recommend strategies to help clients meet their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions to meet their financial needs.

Requirements

Aptitude to obtain the necessary industry licenses.
Self-discipline in managing time and capacity.
Experience in cultivating client relationships, assessing needs, and recommending solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing the client's interests in a complex, fast-paced environment.
Ability to manage multiple tasks concurrently.
Williness to learn and adapt to new technology or applications.

Benefits

World-class training and onboarding programs.
One-on-one coaching from Academy managers.
Structured training to obtain SIE, Series 7 and Series 66 licenses with deadlines.
Defined consultative approach to identify client needs and solutions.
Networking opportunities with banking customers, small business owners, and higher net-worth clients.
End-to-end comprehensive advice and client reviews/presentations.
Collaboration with core banking and investment partners to connect clients to solutions.

We’ll Help You

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

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1mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Glen Burnie, MD

Glen Burnie, MD

1mo ago Closed

$28 - $33/hr Full time Advisor Financial Advisor Financial Services

This position is no longer accepting applications (closed Aug 6, 2026).

Job Description

This stage I role at Bank of America focuses on earning securities licenses and developing essential client advisory skills, with a defined path to Stage II advancement and SAFE Act registration.

Location

Glen Burnie, MD (onsite)

Compensation

Hourly wage: USD 28 - 33

Responsibilities

Participate in world-class training and onboarding programs designed to position you for long-term success.
Receive training and one-on-one coaching from Academy managers dedicated to your development.
Expand your business knowledge through a defined consultative approach to systematically identify client needs and appropriate solutions.
Obtain required licenses: SIE within 30 days of hire; Series 7 and Series 66 within 120 days (63 and 65 accepted in lieu of 66), through structured lessons and dedicated study time.
Build your professional network starting at a financial center by engaging with banking customers, small business owners, and higher net worth clients, supported by Bank of America’s broad household relationships.
Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients with the solutions offered through Bank of America and Merrill to meet most of their financial needs.

Requirements

Aptitude for obtaining the necessary industry licenses.
Self-discipline in managing time and capacity.
Experience cultivating client relationships, assessing needs, and recommending solutions.
Successful track record in building strong peer relationships through effective communication and collaboration.
Results-driven mindset with a focus on the client's interests in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Willingness to learn and adapt to new technology or applications.

Benefits

Access to world-class training and onboarding programs that support career development.
One-on-one coaching from Academy managers invested in your success.
Structured growth of business knowledge through a defined consultative approach to identify client needs and solutions.
Licensing pathway for SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) with specified timelines.
Opportunity to build a network within a financial center, engaging with banking customers, small business owners, and higher net worth clients, leveraging broad household relationships.
Ability to deliver comprehensive advice, conduct client reviews, and present strategies to help clients reach financial goals.
Collaboration with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

Skills

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

Weekly Schedule

Monday through Friday, some Saturdays required

Shift

1st shift (United States of America)

Hours Per Week

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2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Mountain View, CA

Mountain View, CA

2mo ago Closed

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

This position is no longer accepting applications (closed Jul 28, 2026).

Job Description

Based onsite in Mountain View, California, this entry-level opportunity sits at the intersection of banking and investment advisory. As a Financial Solutions Advisor Stage I, you will focus on earning essential securities licenses and developing foundational advisory skills, with a clear path to Stage II and broader opportunities within Bank of America and Merrill.

Responsibilities

Complete required securities licenses, including SIE within 30 days and Series 7 and Series 66 within 120 days (63 and 65 may be accepted in place of 66).
Develop and manage client relationships, assess complex financial needs, and provide tailored advice and solutions.
Enter a financial center to deliver Bank of America core banking services, investment solutions, and client-care approaches.
Progress to Financial Solutions Advisor Stage II after demonstrated success and continue expanding client relationships within a portfolio.
Offer end-to-end, comprehensive guidance, conduct 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 to Bank of America and Merrill solutions.
Register for and maintain SAFE Act background checks and registration, staying in good standing; failure to obtain or maintain registration may result in termination.

Requirements

Ability to obtain the required industry licenses.
Strong self-discipline in time and workload management.
Experience building and nurturing client relationships, assessing needs, and recommending solutions.
Proven ability to establish solid internal relationships through effective communication and collaboration.
Results-driven mindset with a client-first approach in a fast-paced, complex environment.
Capacity to manage multiple tasks concurrently.
Willingness to learn and adapt to new technology and applications.
Education: High School Diploma, GED or equivalent.

Benefits

World-class training and onboarding programs.
One-on-one coaching from Academy managers committed to your success.
Structured approach to expanding product knowledge and identifying client needs and solutions.
Opportunity to earn SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through guided study; SIE within 30 days, Series 7 & 66 within 120 days.
Networking opportunities at a financial center, engaging with banking customers, small business owners, and higher net worth clients.
Ability to deliver end-to-end advice, client reviews and presentations, and recommend strategies to help clients meet financial goals.
Collaboration with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

What we’ll help you with

Build a successful career at Bank of America through world-class training and onboarding programs designed for long-term success.
Receive training and one-on-one coaching from Academy managers who are invested in your development.
Enhance your business knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions.
Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time, with the SIE due within 30 days and Series 7 & 66 within 120 days.
Grow your professional network starting at a financial center by engaging with banking customers, small business owners, and higher net worth clients, leveraging relationships to expand your practice.
Provide end-to-end advice, deliver client reviews/presentations with confidence, and propose strategies to help clients achieve financial goals.
Collaborate with core banking and investment partners to connect clients with solutions offered by Bank of America and Merrill to address a broad range of financial needs.

Skills

Client experience branding
Client solutions advisory
Investment management
Pipeline management
Referral management
Client relationship management
Customer-focused service
Portfolio oversight
Prospecting and lead generation
Referral identification
Business acumen
Executive presence
Oral communication
Risk management
Trading knowledge

Schedule

Schedule: Monday to Friday with rotating Saturdays

Shift

First shift (United States)

Hours per week

Compensation

Hourly range: USD 29 - 34

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2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Palatine, IL

Palatine, IL

2mo ago Closed

$28 - $33/hr Full time Advisor Banking Client Advisor

This position is no longer accepting applications (closed Jul 22, 2026).

Job Description

Financial Solutions Advisor Stage I at Bank of America in Palatine, IL, focuses on obtaining securities licenses (SIE, Series 7, Series 66) and delivering banking and investment solutions to clients, with progression to Stage II via Academy programs; position is subject to SAFE Act registration.

Responsibilities

Develop and maintain client relationships while assessing complex financial situations and guiding them with tailored advice and solutions.
Present Bank of America core banking and investment products and deliver attentive client care within a financial center.
Provide end-to-end financial guidance, conduct client reviews and presentations, and propose strategies to help clients meet financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients to solutions through Bank of America and Merrill.
Obtain required securities licenses through dedicated training; achieve SIE within 30 days and Series 7/66 within 120 days.
Expand a professional network by engaging banking customers, small business owners, and higher net worth clients to grow the business.
Register with the SAFE Act registry and complete the background check; maintain good standing to avoid termination.

Requirements

Aptitude for earning the required securities licenses.
Strong self-discipline and time management skills.
Experience in cultivating client relationships, assessing needs and proposing solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Results-driven mindset with the ability to prioritize clients’ interests in a complex, fast-paced environment.
Ability to manage multiple tasks simultaneously.
Willingness to learn and adapt to new technology or applications.

Qualifications

Education: High School Diploma / GED / Secondary School or equivalent.

Benefits

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

Schedule & Location

Location: Palatine, IL onsite
Schedule: Monday – Friday with rotating Saturdays
Shift: 1st shift (United States of America)
Hours per week: 40
Note: Training occurs at a financial center; role may transition to a phone-based capacity before relocation to another center within permissible commuting distance, based on business needs and applicable law.

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2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Vacaville, CA

Vacaville, CA

2mo ago Closed

$28 - $33/hr Full time Advisor Banking Financial Advisor

This position is no longer accepting applications (closed Jul 22, 2026).

Job Description

Bank of America is hiring a Financial Solutions Advisor Stage I onsite in Vacaville, CA.

Responsibilities

Earn and secure securities licenses (SIE, Series 7, Series 66) through tailored instruction.
Initiate, develop, and manage client relationships.
Assess clients' complex financial situations and provide tailored advice and solutions.
Humanize financial conversations to enhance understanding and trust.
Deliver Bank of Americas core banking and investment solutions and client-care approach from a financial center.
Progress to Financial Solutions Advisor Stage II by expanding and deepening relationships within a client portfolio.
Leverage Academy programs, tools, and resources throughout the career journey.
Register with and maintain good standing under the SAFE Act, including completing the background check.

Requirements

Aptitude for obtaining required industry licenses.
Self-discipline in time and workload management.
Experience cultivating client relationships, assessing needs, and recommending solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Results-driven mindset prioritizing client interests in a complex, fast-paced environment.
Ability to manage multiple tasks concurrently.
Willingness to learn and adapt to new technology or applications.
Current FINRA Securities Industry Essentials (SIE) license.
Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Experience in Client Experience Branding.
Experience in Client Solutions Advisory.
Investment Management experience.
Pipeline Management experience.
Referral Management experience.
Client Management experience.
Customer and Client Focus.
Portfolio Management experience.
Prospecting experience.
Referral Identification experience.
Business Acumen.
Executive Presence.
Oral Communications proficiency.
Risk Management experience.
Trading experience.

Benefits

World-class training and onboarding programs to establish a successful career at Bank of America.
One-on-one coaching from Academy managers dedicated to your success.
Defined consultative approach to systematically identify client needs and appropriate solutions.
Licensing pathway to SIE, Series 7 and Series 66 (63 & 65 accepted as alternatives to 66); SIE within 30 days of hire, Series 7 and 66 within 120 days.
Networking opportunities: engage with banking customers, small business owners, and higher net worth clients within a financial center; leverage relationships with roughly half of U.S. households.
Provide end-to-end guidance, client reviews/presentations, and strategies to help clients reach financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

Minimum Education

High School Diploma / GED / Secondary School or equivalent

Schedule

Monday – Friday with rotating Saturdays
Shift: 1st shift (United States of America)
Hours per week: 40

View full job page →

2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Mount Vernon, WA

Mount Vernon, WA

2mo ago Closed

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

This position is no longer accepting applications (closed Jul 15, 2026).

Job Description

Bank of America is expanding its Mount Vernon, WA on-site team with a Financial Solutions Advisor Registration Candidate who will help clients navigate everyday banking and entry-level investment guidance. The role centers on building foundational advisory capabilities while pursuing securities licensure and progressing through the organization.

As part of this program, you will work toward earning the SIE, Series 7, and Series 66 licenses, with the option to use the 63 or 65 in place of the 66 if eligible. You will begin in a financial center delivering core banking and investment solutions while connecting clients to Bank of America and Merrill Lynch offerings to meet their financial needs.

Responsibilities

Obtain Securities Industry licenses (SIE, Series 7 and Series 66) through dedicated classes.
Acquire, build and manage client relationships to understand a client’s complex financial picture and provide guidance and solutions.
Begin working in a financial center to deliver Bank of America’s core banking, investment solutions and client care approach.
Progress from Financial Solutions Advisor Stage I to Stage II after license achievement and ongoing skill development.
Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners; connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Requirements

Aptitude in obtaining required industry licenses.
Self-disciplined in managing time and capacity.
Experience in cultivating client relationships, assessing needs and recommending solutions.
Success building strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing the client’s interests in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Willingness to learn and adapt to new technology or applications.
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Bilingual Mandarin preferred.

We’ll Help You

Provide world-class training and onboarding programs designed to set you up for success and a long career at Bank of America.
Offer training and one-on-one coaching from Academy managers committed to your progress.
Expand your business knowledge through a defined consultative approach to identify client needs and appropriate solutions.
Help you earn 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; Series 7 and 66 within 120 days.
Build your network as you start at a financial center, engaging with banking customers, small business owners and higher net worth clients; leverage Bank of America and Merrill relationships that reach about half of U.S. households to grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients to the solutions Bank of America and Merrill offer to meet their needs.

Required Qualifications

Aptitude in obtaining required industry licenses.
Self-disciplined in managing time and capacity.
Experience in cultivating client relationships, assessing needs and recommending solutions.
Success building strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing the client’s interests in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Learns and adapts to new technology or applications.

Desired Qualifications

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Bilingual Mandarin preferred.

Skills

Advisory
Account Management
Client Experience Branding
Customer and Client Focus
Oral Communications
Issue Management
Client Solutions Advisory
Pipeline Management
Active Listening
Attention to Detail
Risk Management
Policies, Procedures, and Guidelines
Client Management
Causation Analysis
Written Communications

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours per Week

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2mo ago

Financial Solutions Advisor - Registration Candidate

Bank of America Las Vegas, NV

Las Vegas, NV

2mo ago Closed

$28 - $33/hr Full time Advisor Banking Client Relations

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

Based onsite in Las Vegas, NV, this Financial Solutions Advisor role offers a clear pathway into financial services with solid training, licensing support, and opportunities for advancement within Bank of America and Merrill. You will gain Securities Industry licenses through structured instruction, build meaningful client relationships, and contribute to delivering tailored financial solutions while growing your career in a collaborative, client-focused culture.

Benefits

World-class onboarding and ongoing training designed to support your professional growth.
One-on-one coaching from Academy managers who are invested in your success.
A defined, consultative approach to identify client needs and match the right solutions, expanding your banking and investment knowledge.
Opportunity to earn the Security Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and dedicated study time; SIE within 30 days of hire and Series 7 and 66 within 120 days (63 or 65 accepted as substitutes).
Networking within a financial center by engaging with banking customers, small business owners, and higher net worth clients, with long-term growth potential.
Collaboration with core banking and investment partners to deliver comprehensive financial solutions through Bank of America and Merrill.

Responsibilities

Pursue securities licenses through personalized instruction for SIE, Series 7, and Series 66 as part of your onboarding journey.
Develop and manage client relationships, assess complex financial needs, and provide guidance and solutions aligned with each client’s goals.
Upon reaching key milestones, operate in a financial center delivering Bank of America’s core banking services, investment solutions, and a client-centric approach to service.
Interact with a diverse client base, including banking customers, small business owners, and higher net worth individuals.
Leverage existing relationships to support business growth over time.
Provide end-to-end advice, conduct client reviews and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
Collaborate with core banking and investment partners to deliver integrated solutions.
Connect clients to the full range of Bank of America and Merrill offerings to meet most of their financial needs.

Requirements

Aptitude to obtain required industry licenses.
Self-discipline in managing time and capacity.
Experience in cultivating client relationships, assessing needs, and recommending solutions.
Ability to establish strong peer relationships through effective communication and collaboration.
Results-driven mindset with a focus on the client’s interests in a complex, fast-paced setting.
Capability to handle multiple tasks simultaneously.
Willingness to learn and adapt to new technology or applications.