Financial Solutions Advisor I - Licenses, Training & Client Impact

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

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in South Gate, CA, to start with essential licensing (SIE, Series 7, 66) and build client relationships through comprehensive financial guidance.

You will begin in a financial center, delivering advisory services, while training toward advanced roles. The role requires in-office attendance in alignment with role-specific considerations and SAFE Act requirements.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Proven ability to build peer relationships through effective communication and collaboration.
• Demonstrates a results-driven approach in a fast-paced environment.

Responsibilities

• Provide end-to-end financial advice and client reviews.
• Develop and deepen relationships with a portfolio of clients.
• Collaborate with banking and investment partners to meet clients’ needs.
• Progress through license milestones (SIE, Series 7, Series 66) with structured timelines.

Skills

Client relationships

Time management

Communication

Collaboration

Results-driven

License readiness

Education

High School Diploma / GED

SIE Certification

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in South Gate, CA, to start with essential licensing (SIE, Series 7, 66) and build client relationships through comprehensive financial guidance.

You will begin in a financial center, delivering advisory services, while training toward advanced roles. The role requires in-office attendance in alignment with role-specific considerations and SAFE Act requirements.