Financial Solutions Advisor I — License + Client Impact Path

Bank of America; San Francisco (CA); On-site; USD 82,656,000 - 96,432,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Eligibility for benefits programs

Job summary

Bank of America in San Francisco is hiring a Financial Solutions Advisor Stage I to begin Securities Industry licensing (SIE, Series 7, Series 66) and develop foundational advisory skills. You will start in a financial center delivering core banking and investment solutions, with potential progression to more advanced roles as you advance your licenses and experience.

You will train through the Academy and be supported by managers while building a strong client network, delivering comprehensive

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline 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.

Responsibilities

• Provide end-to-end client advisory, including needs assessment and solution recommendations.
• Build and maintain relationships with banking clients, small business owners, and high-net-worth clients.
• Collaborate with partners to connect clients to Bank of America and Merrill solutions.
• Grow and deepen client relationships through ongoing reviews and tailored financial guidance.

Skills

Licensing aptitude

Time management

Client relationship building

Communication

multitasking

Adaptability to technology

Results-driven mindset

Education

High School Diploma / GED / Equivalent

Job description

Bank of America in San Francisco is hiring a Financial Solutions Advisor Stage I to begin Securities Industry licensing (SIE, Series 7, Series 66) and develop foundational advisory skills. You will start in a financial center delivering core banking and investment solutions, with potential progression to more advanced roles as you advance your licenses and experience.

You will train through the Academy and be supported by managers while building a strong client network, delivering comprehensive