Financial Solutions Advisor I: Licensing, Client Growth & Training

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

Benefits offered by this job

World-class training

One-on-one coaching

Licensing support

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin licensing and build foundational advisory skills. You will learn to acquire, manage and guide clients through financial solutions with a consultative approach.

The Academy provides structured training and a clear path to Stage II as you grow your client base. The role emphasizes in‑office collaboration, ongoing development, and meeting the needs of a diverse client portfolio while progressing through required licenses and

Qualifications

• Must be able to develop and maintain client relationships in a fast-paced environment.
• Strong time management and organizational skills are required.
• Excellent communication and collaborative skills are essential.
• Ability to handle multiple tasks and manage competing priorities.
• Sales mindset with ability to identify client needs and solutions.
• Networking and relationship-building capabilities are important for growth.

Responsibilities

• Obtain required industry licenses (SIE, Series 7, Series 66) and maintain compliance.
• Build and manage client relationships while delivering comprehensive financial guidance.
• Collaborate with banking and investment partners to connect clients with solutions.
• Provide end-to-end advisory services and conduct client reviews/presentations.
• Grow network starting in a financial center to serve diverse clients.

Skills

Client relationships

Time management

Communication

Multitasking

Sales mindset

Networking

Education

High School Diploma

Bachelor’s degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin licensing and build foundational advisory skills. You will learn to acquire, manage and guide clients through financial solutions with a consultative approach.

The Academy provides structured training and a clear path to Stage II as you grow your client base. The role emphasizes in‑office collaboration, ongoing development, and meeting the needs of a diverse client portfolio while progressing through required licenses and