Financial Solutions Advisor I: License Path to Growth

Bank of America; Berkeley (CA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Competitive benefits

Job summary

Bank of America in Berkeley, CA is seeking a Financial Solutions Advisor Stage I to begin with essential securities licensing and client-relations training. You’ll acquire, build and manage client relationships while guiding family and individual financial needs with a consultative approach.

Upon licensure, you transition toward a broader advisory role, joining Merrill and Bank of America teams to serve a diverse client base, with structured training and growth opportunities across centers.

Qualifications

• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships and recommending solutions.
• Ability to build peer relationships through effective communication.

Responsibilities

• Obtain required industry licenses as part of the role.
• Explain solutions and services to clients, managing a diverse client base.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Berkeley, CA is seeking a Financial Solutions Advisor Stage I to begin with essential securities licensing and client-relations training. You’ll acquire, build and manage client relationships while guiding family and individual financial needs with a consultative approach.

Upon licensure, you transition toward a broader advisory role, joining Merrill and Bank of America teams to serve a diverse client base, with structured training and growth opportunities across centers.