Financial Solutions Advisor I — Licensing & Client Impact

Bank of America; Irvine (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Training program

Licensing support

One-on-one coaching

Structured study time

Job summary

Bank of America in Irvine, CA is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, 66) and to develop foundational skills in acquiring, building and managing client relationships, guiding clients with financial solutions.

As you progress to Stage II, you will advance within Bank of America and Merrill, supported by academy training, coaching, and licensing milestones, while serving a diverse client base with a consultative approach.

Qualifications

• Licensing prerequisites for industry licenses (SIE, Series 7, Series 66) are part of the role.
• Strong time and capacity management skills are required.
• Proven ability to cultivate client relationships and assess client needs.
• Demonstrates a results-driven mindset with client interests in focus.
• Ability to multitask effectively in a fast-paced environment.
• Willingness to learn new technology and applications.

Responsibilities

• Provide end-to-end client advisory services and build relationships across a broad client base.
• Collaborate with banking and investment partners to meet client needs.
• Undergo structured licensing programs (SIE, Series 7, 66) within specified timelines.
• Develop and present client reviews and investment solutions.
• Grow professional networks and leverage client relationships to expand business.
• Maintain compliance with regulatory and SAFE Act requirements.

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 / GED

Bachelor’s degree (desirable)

Job description

Bank of America in Irvine, CA is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, 66) and to develop foundational skills in acquiring, building and managing client relationships, guiding clients with financial solutions.

As you progress to Stage II, you will advance within Bank of America and Merrill, supported by academy training, coaching, and licensing milestones, while serving a diverse client base with a consultative approach.