Financial Solutions Advisor I — Licensing & Client Advisory

Bank of America; San Francisco (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

A major financial institution in San Francisco seeks a Financial Solutions Advisor Stage I. In this full‑time role, you will obtain vital securities licenses and develop your advisory skills. Responsibilities include managing client relationships and delivering banking and investment solutions. This position offers comprehensive training and opportunities for career advancement within the organization.

Qualifications

• Ability to obtain required industry licenses.
• Self‑disciplinary time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Strong peer collaboration and communication skills.
• Results‑driven mindset with a client‑centric focus.
• Capacity to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

Responsibilities

• Obtain Securities Industry licenses and learn foundational advisory skills.
• Manage client relationships and provide financial advice.
• Deliver core banking and investment solutions.
• Progress to deepen relationships in FSA Stage II.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School

Job description

A major financial institution in San Francisco seeks a Financial Solutions Advisor Stage I. In this full‑time role, you will obtain vital securities licenses and develop your advisory skills. Responsibilities include managing client relationships and delivering banking and investment solutions. This position offers comprehensive training and opportunities for career advancement within the organization.