Financial Solutions Advisor I—Licenses & Client Advisory

Bank of America; Belmont (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

World-class training

License prep support

Career progression

Networking opportunities

Job summary

Bank of America in Belmont, CA seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 exams and apply foundational advisory skills.

You'll develop client relationships, deliver comprehensive financial guidance, and collaborate with banking and Merrill partners to meet clients' goals while navigating regulatory requirements and licensing timelines.

Qualifications

• Ability to obtain required industry licenses (SIE, Series 7/66) within specified timelines.
• Experience in cultivating client relationships and identifying needs.
• Strong communication and collaboration skills in a fast-paced environment.

Responsibilities

• Obtain required licenses and progress to advisor roles.
• Build and manage client relationships with a variety of clients.
• Provide financial guidance and solutions while maintaining regulatory compliance.
• Collaborate with banking and Merrill partners to meet clients' financial needs.

Skills

SIE License

Client Relationship

Sales Experience

Education

High School Diploma or GED

Job description

Bank of America in Belmont, CA seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 exams and apply foundational advisory skills.

You'll develop client relationships, deliver comprehensive financial guidance, and collaborate with banking and Merrill partners to meet clients' goals while navigating regulatory requirements and licensing timelines.