Financial Solutions Advisor I: Licensing & Client Growth

Bank of America; Los Angeles (CA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Structured development programs

Licensing exam support

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with SIE, Series 7 and Series 66 licensing. You will learn to acquire, build, and manage client relationships while delivering comprehensive financial solutions.

Post-licensing, you’ll work in a financial center, with a defined career path through Stage II and beyond within Bank of America and Merrill. The role emphasizes in-office collaboration and client care, aligning with our Responsible Growth framework.

Qualifications

• Must be pursuing or able to obtain required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.

Responsibilities

• Provide comprehensive financial guidance and advice to clients.
• Build and manage client relationships and portfolios.
• Coordinate with banking and investment partners to meet client needs.

Skills

Client Experience

Relationship Building

Communication

Sales Orientation

Financial Knowledge

Education

High School diploma / GED

Bachelor’s degree desirable

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with SIE, Series 7 and Series 66 licensing. You will learn to acquire, build, and manage client relationships while delivering comprehensive financial solutions.

Post-licensing, you’ll work in a financial center, with a defined career path through Stage II and beyond within Bank of America and Merrill. The role emphasizes in-office collaboration and client care, aligning with our Responsible Growth framework.