Financial Solutions Advisor I - Licensing & Client Advisory

Bank of America; Petaluma (CA); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a Financial Solutions Advisor to guide clients through banking and investment solutions. You will build relationships, assess financial needs, and present suitable advice as you work toward licensing milestones.

The role emphasizes in-office training, structured development programs, and collaboration with Merrill partners to serve a wide range of customers across multiple locations, including Corte Madera, Greenbrae, Napa, and Petaluma.

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 required securities licenses (SIE, Series 7, Series 66) within stated timelines.
• Build and manage client relationships, delivering comprehensive financial guidance.
• Collaborate with banking and Merrill partners to meet clients' financial needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor to guide clients through banking and investment solutions. You will build relationships, assess financial needs, and present suitable advice as you work toward licensing milestones.

The role emphasizes in-office training, structured development programs, and collaboration with Merrill partners to serve a wide range of customers across multiple locations, including Corte Madera, Greenbrae, Napa, and Petaluma.