Financial Solutions Advisor I - Licensing & Growth

Bank of America; Hayward (CA); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Structured credentialing program

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) to begin with SIE, Series 7 and Series 66 exams, then progress within the Merrill and Bank of America advisory framework. The role emphasizes building client relationships, licensing milestones, and transitioning to a financial center with opportunities for advancement.

You’ll train through academy programs, receive coaching, and collaborate with banking and investment partners to deliver holistic financial solutions.

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.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

Responsibilities

• Provide end-to-end comprehensive advice to clients and present recommendations.
• Deliver client reviews and presentations with confidence to help clients achieve goals.
• Collaborate with core banking and investment partners to meet clients’ financial needs.
• Build and manage a portfolio of clients with a consultative approach.

Skills

Client Experience

Branding

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

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) to begin with SIE, Series 7 and Series 66 exams, then progress within the Merrill and Bank of America advisory framework. The role emphasizes building client relationships, licensing milestones, and transitioning to a financial center with opportunities for advancement.

You’ll train through academy programs, receive coaching, and collaborate with banking and investment partners to deliver holistic financial solutions.