Financial Solutions Advisor I — Licenses & Training

Bank of America; Placentia (CA); On-site; USD 82,667,000 - 96,432,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in California. This role guides clients through licensing, builds relationships, and delivers banking and investment solutions.

You will progress through training and eventually serve a diverse client base at a financial center. Responsibilities include obtaining required licenses within specified timelines, providing end‑to‑end financial advice, and collaborating with partners to meet client needs.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Obtain SIE, Series 7 and Series 66 licenses.
• Deliver core banking and investment solutions to clients in a financial center.
• Build and manage client relationships and advise on a client’s financial needs.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client relationships

Communication

Sales能力

Education

High School Diploma

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I in California. This role guides clients through licensing, builds relationships, and delivers banking and investment solutions.

You will progress through training and eventually serve a diverse client base at a financial center. Responsibilities include obtaining required licenses within specified timelines, providing end‑to‑end financial advice, and collaborating with partners to meet client needs.