Financial Solutions Advisor I: Licensing & Client Advisory

Bank of America; San Fernando (CA); On-site; USD 38,572 - 45,460; Full time

Job summary

A leading financial institution in California seeks a Financial Solutions Advisor Registration Candidate to develop skills for advising clients on financial solutions. You will receive training and support for obtaining necessary licenses while building client relationships in a collaborative environment. Ideal candidates have strong communication skills and a background in financial services or sales.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, needs assessment, and solution recommendations.
• Strong collaboration and communication skills; results-driven while prioritizing client interests.
• Ability to manage multiple tasks in a fast-paced environment.
• Ability to learn and adapt to new technology or applications.

Responsibilities

• Build a successful career through world-class training and onboarding programs.
• Receive coaching from Academy managers to support your success.
• Grow knowledge by identifying needs and solutions for clients.
• Earn required industry licenses with structured study time; obtain SIE within 30 days of hire.
• Build and manage client relationships with comprehensive advice.
• Collaborate with banking and investment partners to meet client 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

Client Management

Causation Analysis

Written Communications

Education

Bachelor’s degree or at least one year of financial services experience

High School Diploma / GED

Job description

A leading financial institution in California seeks a Financial Solutions Advisor Registration Candidate to develop skills for advising clients on financial solutions. You will receive training and support for obtaining necessary licenses while building client relationships in a collaborative environment. Ideal candidates have strong communication skills and a background in financial services or sales.