Financial Solutions Advisor I: Licensing & Client Impact

National Black MBA Association; Fresno, Northern (CA, KY); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Benefits eligible

Pay range disclosed

Job summary

Bank of America in California is seeking a Financial Solutions Advisor Stage I in Fresno. The role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and advancing through a dedicated academy to develop advisory skills for banking, investments and client care.

You will build relationships, deliver end-to-end guidance, and collaborate with banking partners to meet client needs while contributing to a strong, inclusive culture.

Qualifications

• High school diploma required.
• Experience building client relationships and meeting needs.
• Willingness to pursue industry licenses and training.

Responsibilities

• Obtain SIE, Series 7 and Series 66 licenses via structured lessons and study time.
• Provide end-to-end comprehensive financial advice and client reviews.
• Collaborate with core banking and investment partners to meet client needs.

Skills

Client Management

Communication

Financial Advisory

Relationship Building

Sales Skills

Financial Services

Education

High School Diploma

Job description

Bank of America in California is seeking a Financial Solutions Advisor Stage I in Fresno. The role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and advancing through a dedicated academy to develop advisory skills for banking, investments and client care.

You will build relationships, deliver end-to-end guidance, and collaborate with banking partners to meet client needs while contributing to a strong, inclusive culture.