Financial Solutions Advisor I - Licenses & Client Impact

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

Benefits offered by this job

Training & Licenses

Career progression within the Academy

Benefits eligibility

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, 66) and to develop foundational advisory skills. The role progresses from a learning-focused center to in-branch client management, with opportunities across Merrill Lynch offerings.

You’ll deliver comprehensive advice, build client relationships, and collaborate with banking and investment partners to meet diverse financial needs. Training and growth are emphasized.

Qualifications

• Aptitude in obtaining required industry licenses.
• Bachelor’s degree or financial services experience is preferred.
• Strong time management and capacity planning skills.
• Experience cultivating client relationships and cross-selling solutions.

Responsibilities

• Build and manage client relationships with a consultative approach.
• Deliver end-to-end financial advice and solutions to clients.
• Collaborate with banking and investment partners to meet client needs.
• Prepare and present client reviews and financial plans to guide decisions.

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 or GED

Bachelor’s degree preferred

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, 66) and to develop foundational advisory skills. The role progresses from a learning-focused center to in-branch client management, with opportunities across Merrill Lynch offerings.

You’ll deliver comprehensive advice, build client relationships, and collaborate with banking and investment partners to meet diverse financial needs. Training and growth are emphasized.