Financial Solutions Advisor I: Launch Your Licensing Path

Bank of America; Santa Clara (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Training and coaching

Licensing support (SIE/Series 7/66)

In-office culture and collaboration

Job summary

Bank of America in Santa Clara, CA seeks a Financial Solutions Advisor Stage I to begin with Securities Industry licensing (SIE, Series 7, Series 66) and to learn foundational advisor skills—acquiring, building, and managing client relationships with holistic financial guidance.

After licensure, you’ll work in a financial center delivering core banking and investment solutions, progressing to Stage II and beyond within Bank of America and Merrill.

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.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end-to-end comprehensive financial advice and solutions to clients.
• Develop and deepen relationships within a client portfolio.
• Collaborate with banking and investment partners to meet clients’ financial needs.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Santa Clara, CA seeks a Financial Solutions Advisor Stage I to begin with Securities Industry licensing (SIE, Series 7, Series 66) and to learn foundational advisor skills—acquiring, building, and managing client relationships with holistic financial guidance.

After licensure, you’ll work in a financial center delivering core banking and investment solutions, progressing to Stage II and beyond within Bank of America and Merrill.