Financial Solutions Advisor I - Licensing & Client Impact

Bank of America; San Jose (CA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Employee resources

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing and client advisory work. The role starts with dedicated classes for SIE, Series 7 and 66 exams and moves toward building client relationships and delivering comprehensive financial solutions.

As you progress, you will work in a financial center to provide core banking and investment services, backed by Academy support and structured development programs.

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.

Responsibilities

• Obtain required Securities Industry licenses (SIE, Series 7, Series 66) and complete structured study.
• Work in a financial center delivering core banking, investment solutions and client care.
• Progress through stages (I to II) with Academy support and mentoring.

Skills

Client experience

Client solutions advisory

Investment management

Pipeline management

Referral management

Client management

Customer focus

Portfolio management

Prospecting

Referral identification

Business acumen

Executive presence

Oral communications

Risk management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing and client advisory work. The role starts with dedicated classes for SIE, Series 7 and 66 exams and moves toward building client relationships and delivering comprehensive financial solutions.

As you progress, you will work in a financial center to provide core banking and investment services, backed by Academy support and structured development programs.