Financial Solutions Advisor I: Licensing & Client Growth

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

Job summary

Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn the core skills of advising clients. You will build relationships, deliver banking and investment solutions, and work toward higher levels within Merrill as you progress.

This role emphasizes compliance with SAFE Act and requires in-office attendance at a financial center, with dedicated training and clear advancement paths

Qualifications

• Licensing required within 30 days of hire and ongoing training.
• Proven ability to manage client relationships in a fast-paced environment.
• Strong communication and collaborative skills.

Responsibilities

• Help clients across banking and investment solutions to meet financial goals.
• Build and deepen client relationships within a portfolio.
• Collaborate with banking and investment partners to deliver comprehensive advice.

Skills

Licensing

Client Relationships

Sales Orientation

Financial Advisory

Time Management

Communication

Risk Management

Product Knowledge

Networking

Interpersonal Skills

Education

High School Diploma / GED

Bachelor's degree

Job description

Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn the core skills of advising clients. You will build relationships, deliver banking and investment solutions, and work toward higher levels within Merrill as you progress.

This role emphasizes compliance with SAFE Act and requires in-office attendance at a financial center, with dedicated training and clear advancement paths