Financial Solutions Advisor I: Licensing & Client Growth

Bank of America; Salinas (CA); On-site; USD 82,656,000 - 96,432,000; Full time

Benefits offered by this job

Licensing training

Career development programs

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with SIE, Series 7, and Series 66 licensing. You’ll learn to acquire and manage client relationships, then progress to more senior roles within Merrill.

The role offers in-office work across multiple California financial centers and a path to advancement through the Academy. You’ll train on securities licensing, build client solutions, and collaborate with banking partners to serve a diverse client base, moving toward

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships and recommending solutions.
• Strong ability to build peer relationships through collaboration.
• Ability to manage multiple tasks in a fast-paced environment.
• Openness to learning new technology and applications.
• Bachelor's degree and/or 1 year in financial services or sales (desired).

Responsibilities

• Deliver end-to-end client advice and reviews with confidence.
• Identify client needs and present suitable investment solutions.
• Collaborate with banking and investment partners to meet client needs.

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 or GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with SIE, Series 7, and Series 66 licensing. You’ll learn to acquire and manage client relationships, then progress to more senior roles within Merrill.

The role offers in-office work across multiple California financial centers and a path to advancement through the Academy. You’ll train on securities licensing, build client solutions, and collaborate with banking partners to serve a diverse client base, moving toward