Financial Solutions Advisor I — Launch Your Licensing Path

Bank of America; Arroyo Grande (CA); On-site; USD 39,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Arroyo Grande, CA is seeking a Financial Solutions Advisor Stage I. You will begin by obtaining SIE, Series 7 and Series 66 licenses and then deliver core banking and investment solutions to clients.

Successful candidates progress to higher stages and broader opportunities within Bank of America and Merrill. The role requires fast-paced client service, relationship-building, and a structured, consultative approach to identify client needs and provide suitable solutions.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.

Responsibilities

• Provide end‑to‑end client advisory, reviews and presentations with confidence.
• Collaborate with banking and investment partners to meet clients' financial needs.
• Build and deepen client relationships through a consultative approach.

Skills

Client Experience

Investment Management

Portfolio Management

Oral Communications

Education

High School Diploma / GED

Job description

Bank of America in Arroyo Grande, CA is seeking a Financial Solutions Advisor Stage I. You will begin by obtaining SIE, Series 7 and Series 66 licenses and then deliver core banking and investment solutions to clients.

Successful candidates progress to higher stages and broader opportunities within Bank of America and Merrill. The role requires fast-paced client service, relationship-building, and a structured, consultative approach to identify client needs and provide suitable solutions.