Financial Solutions Advisor I - License Path & Client Growth

Bank of America; Carmel-by-the-Sea (CA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7, Series 66) and build foundational advisory skills in a client-centric, in-office environment across California locations.

You will progress through stages, serving clients with comprehensive banking and investment guidance while preparing for future advancement within Bank of America and Merrill. Training and licenses are provided as part of the career path.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships.
• Demonstrates ability to build strong peer relationships through effective communication and collaboration.
• Shows a results-driven mindset while prioritizing the client's interest in a complex, fast-paced environment.
• Can execute multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Skills

Client Experience

Branding

Advisory

Investment Management

Portfolio Management

Prospecting

Risk Management

Executive Presence

Oral Communications

Business Acumen

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7, Series 66) and build foundational advisory skills in a client-centric, in-office environment across California locations.

You will progress through stages, serving clients with comprehensive banking and investment guidance while preparing for future advancement within Bank of America and Merrill. Training and licenses are provided as part of the career path.