Financial Solutions Advisor I: License Path & Client Impact

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

Benefits offered by this job

Training program

Licensing support

Career progression

Networking opportunities

Job summary

Bank of America seeks an uptempo Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7 and 66 exams. You will advance client relationships, deliver comprehensive financial advice, and coordinate with banking and Merrill partners in an in-office setting across multiple Californa locations.

Onboard with structured programs, build a client portfolio, and progress through stages as you gain licenses and experience in a service-driven environment.

Qualifications

• Minimum education: High School Diploma or GED.
• Ability to obtain required industry licenses.
• Strong communication and client-management skills.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Written Communications

Attention to Detail

Risk Management

Policies Procedures Guidelines

Client Management

Education

High School Diploma / GED

Job description

Bank of America seeks an uptempo Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7 and 66 exams. You will advance client relationships, deliver comprehensive financial advice, and coordinate with banking and Merrill partners in an in-office setting across multiple Californa locations.

Onboard with structured programs, build a client portfolio, and progress through stages as you gain licenses and experience in a service-driven environment.