Financial Solutions Advisor I: Licensing & Client Impact

National Black MBA Association; Mission Viejo (CA); On-site; USD 82,667,000 - 96,421,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and build foundational advisory skills. You’ll develop client relationships, deliver financial solutions, and progress through stages toward broader roles within Bank of America and Merrill.

The program emphasizes in-office collaboration, licensing milestones (SIE, Series 7/66), and a path to a licensed advisory role while serving diverse client needs.

Qualifications

• Desire to obtain required industry licenses and build a financial advisory foundation.
• Experience in cultivating client relationships and identifying needs.
• Strong communication and collaboration to drive results in a fast-paced environment.
• Ability to manage multiple tasks and adapt to new technologies.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Prospecting

Risk Management

Oral Communications

Executive Presence

Trading

Customer and Client Focus

Pipeline Management

Referral Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and build foundational advisory skills. You’ll develop client relationships, deliver financial solutions, and progress through stages toward broader roles within Bank of America and Merrill.

The program emphasizes in-office collaboration, licensing milestones (SIE, Series 7/66), and a path to a licensed advisory role while serving diverse client needs.