Financial Solutions Advisor I — Licensing & Client Advisory

Bank of America; Palmdale (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is hiring for a Financial Solutions Advisor Stage I. You will begin with Securities Industry license training (SIE, Series 7, Series 66) and progress toward advising clients with comprehensive financial solutions.

The role starts in a banking center, delivering core banking and investment services while building durable client relationships. During development you’ll gain experience through dedicated programs, coaching, and cross-team collaboration to meet client needs and grow

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.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Written Communications

Attention to Detail

Risk Management

Client Management

Active Listening

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America is hiring for a Financial Solutions Advisor Stage I. You will begin with Securities Industry license training (SIE, Series 7, Series 66) and progress toward advising clients with comprehensive financial solutions.

The role starts in a banking center, delivering core banking and investment services while building durable client relationships. During development you’ll gain experience through dedicated programs, coaching, and cross-team collaboration to meet client needs and grow