Financial Solutions Advisor I - License Path & Growth

Bank of America; Watsonville (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66). You will learn to acquire, build and manage client relationships and advise clients on financial needs within a core banking and investment framework.

After licensure, you will work in a financial center delivering solutions, with a clear path to Stage II and multiple career opportunities through the Academy, while complying with SAFE Act

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66) and complete dedicated training.
• Provide end-to-end comprehensive financial advice, deliver client reviews and presentations with confidence.
• Collaborate with core banking and investment partners to serve clients' financial needs.

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66). You will learn to acquire, build and manage client relationships and advise clients on financial needs within a core banking and investment framework.

After licensure, you will work in a financial center delivering solutions, with a clear path to Stage II and multiple career opportunities through the Academy, while complying with SAFE Act