Financial Solutions Advisor I — Launch Your Licensed Finance Career

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

Benefits offered by this job

Benefits eligible

Pay transparency details disclosed

Job summary

Bank of America in Vallejo, CA seeks a Financial Solutions Advisor Stage I to begin licensing, build client relationships, and provide tailored financial guidance. The role emphasizes helping clients with banking, investment solutions, and holistic financial planning.

You will work toward Securities Industry licenses (SIE, Series 7, Series 66) and progress toward advanced advisory tasks within a Bank of America/Merrill framework, with structured training and progression through stages.

Qualifications

• Minimum education requirement is a high school diploma or equivalent.
• Desirable bachelor’s degree or equivalent financial services/sales experience.

Responsibilities

• Assist clients with financial solutions and guidance.
• Acquire, build and manage client relationships to understand needs.

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

Trading

Education

High School Diploma / GED / Secondary School or equivalent

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

Job description

Bank of America in Vallejo, CA seeks a Financial Solutions Advisor Stage I to begin licensing, build client relationships, and provide tailored financial guidance. The role emphasizes helping clients with banking, investment solutions, and holistic financial planning.

You will work toward Securities Industry licenses (SIE, Series 7, Series 66) and progress toward advanced advisory tasks within a Bank of America/Merrill framework, with structured training and progression through stages.