Financial Solutions Advisor I: Licensing & Client Growth

Sacbar; San Rafael, Northern (CA, KY); Hybrid; USD 3,995,000 - 4,684,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to start with essential securities licenses (SIE, Series 7, 66) and progress to advisory roles. You will build and manage client relationships, deliver comprehensive financial solutions, and collaborate with banking and Merrill partners to meet client needs.

You will train in a financial center, work toward licensing, and progress to more advanced advisory roles across our network, supporting clients’ financial goals.

Qualifications

• Licensing required; obtain SIE, Series 7, and Series 66 exams with structured study.
• Experience in cultivating client relationships and advising customers.

Responsibilities

• Develop and manage client relationships to identify needs and provide financial solutions.
• Present reviews and strategies to help clients meet financial goals.
• Collaborate with banking and investment partners to meet client needs.

Skills

Licensing (SIE)

Series 7

Series 66

Client relationships

Financial services

Education

Bachelor's degree

Tools

CRM software

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to start with essential securities licenses (SIE, Series 7, 66) and progress to advisory roles. You will build and manage client relationships, deliver comprehensive financial solutions, and collaborate with banking and Merrill partners to meet client needs.

You will train in a financial center, work toward licensing, and progress to more advanced advisory roles across our network, supporting clients’ financial goals.