Financial Solutions Advisor I - Licenses & Client Impact

National Black MBA Association; California, Northern (MO, KY); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Comprehensive onboarding

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in California. You start by obtaining SIE, Series 7, and Series 66 licenses, then build client relationships and guide them with financial solutions to enhance their lives.

The Academy provides world-class training and a clear path to progression within Merrill, with collaboration across banking and investment partners to meet client needs.

Qualifications

• Must be willing to obtain required securities licenses (SIE, Series 7, Series 66).
• Strong time-management and self-discipline.
• Experience cultivating client relationships and identifying needs.
• Proven ability to communicate clearly and collaborate with others.
• Thrives in a fast-paced environment while focusing on clients.

Responsibilities

• Provide end-to-end advisory services and financial solutions to clients.
• Build and manage relationships, delivering holistic financial guidance.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Experience

Investment Management

Portfolio Management

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in California. You start by obtaining SIE, Series 7, and Series 66 licenses, then build client relationships and guide them with financial solutions to enhance their lives.

The Academy provides world-class training and a clear path to progression within Merrill, with collaboration across banking and investment partners to meet client needs.