Financial Solutions Advisor I — Licensing & Growth Path

Bank of America; Fresno (CA); On-site; USD 82,656,000 - 96,432,000; Full time

Benefits offered by this job

World-class training

Coaching & mentorship

Licenses study time

Network building

Client advisory excellence

Job summary

Bank of America in Fresno, CA is hiring a Financial Solutions Advisor Stage I/II. This role starts with obtaining SIE, Series 7 and Series 66 licenses, then moves into advisory duties, building client relationships, and offering tailored financial solutions.

The Academy supports progression through development programs and coaching. You will work in an in-office setting, progressing through stages while delivering comprehensive advice and collaborating with banking and Merrill teams to meet

Qualifications

• Aptitude in obtaining required industry licenses.
• 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 financial advice and deliver client reviews/presentations with confidence.
• Collaborate with core banking and investment partners to meet clients’ financial needs.
• Grow your business knowledge by using a defined consultative approach with clients to identify needs and solutions.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma or GED

Bachelor's degree

Job description

Bank of America in Fresno, CA is hiring a Financial Solutions Advisor Stage I/II. This role starts with obtaining SIE, Series 7 and Series 66 licenses, then moves into advisory duties, building client relationships, and offering tailored financial solutions.

The Academy supports progression through development programs and coaching. You will work in an in-office setting, progressing through stages while delivering comprehensive advice and collaborating with banking and Merrill teams to meet