Financial Solutions Advisor I – Begin SIE/Series Licenses

Bank of America; San Jose (CA); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and build foundational advisory skills. You’ll learn to acquire, grow, and manage client relationships, assessing complex financial pictures and guiding clients to solutions that fit their lives.

Upon licensing, you’ll work in a financial center delivering core banking and investment solutions, with a clear path to Stage II and further advancement.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience cultivating client relationships and identifying needs.
• Ability to work in a fast-paced environment and manage multiple tasks.

Responsibilities

• Help clients with securities education and advisory services.
• Build and deepen client relationships while delivering solutions.
• Collaborate with banking and investment partners to meet client needs.
• Maintain regulatory and licensing requirements and ongoing learning.

Skills

Licensing prerequisites

Time management

Client relationships

Communication

Results-driven

Multitasking

Tech adaptability

Education

SIE certification

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and build foundational advisory skills. You’ll learn to acquire, grow, and manage client relationships, assessing complex financial pictures and guiding clients to solutions that fit their lives.

Upon licensing, you’ll work in a financial center delivering core banking and investment solutions, with a clear path to Stage II and further advancement.