Financial Solutions Advisor I - Licensing & Client Guidance

Bank of America; Woodland Hills (KY); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America in Woodland Hills, CA is seeking a Financial Solutions Advisor Stage I. The role focuses on obtaining securities licenses, building client relationships, and delivering comprehensive financial advice.

Training is provided through the Academy, with progression to more advanced advisory roles as licenses are obtained. The position requires licenses (SIE, Series 7/66) and a strong client-service mindset, with a structured path from an entry-level advisor to higher levels within Bank

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Acquire, build and manage client relationships across a diverse client base.
• Provide end-to-end comprehensive financial advice and solutions.
• Help clients manage complex financial pictures and goals.
• Collaborate with core banking and investment partners to meet client needs.
• Progress through the Academy to advance to more senior advisory roles.

Skills

Client Experience

Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

SIE Certification

Job description

Bank of America in Woodland Hills, CA is seeking a Financial Solutions Advisor Stage I. The role focuses on obtaining securities licenses, building client relationships, and delivering comprehensive financial advice.

Training is provided through the Academy, with progression to more advanced advisory roles as licenses are obtained. The position requires licenses (SIE, Series 7/66) and a strong client-service mindset, with a structured path from an entry-level advisor to higher levels within Bank