Financial Solutions Advisor I - Licensing Path

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

Benefits offered by this job

World-class training

One-on-one coaching

Structured licensing program

Networking with banking and investment

Job summary

Bank of America in Rancho Cucamonga, CA, seeks a Financial Solutions Advisor Stage I to obtain SIE, Series 7 and Series 66 licenses and guide clients with advisory solutions until advancing to higher levels.

You’ll start in a financial center delivering core banking and investment solutions while building relationships with a diverse client base and growing financial knowledge through structured licensing programs.

Qualifications

• Obtaining required industry licenses is essential.
• Time management and self-discipline are required.
• Experience cultivating client relationships and diagnosing needs.
• Strong collaboration and communication with peers is important.
• Demonstrates a results-driven mindset while prioritizing client interests.

Responsibilities

• Provide end-to-end client advisory services and build relationships.
• Deliver client reviews and presentations with confidence to meet financial goals.
• Collaborate with core banking and investment partners to meet client needs.

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

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Minimum Education: High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Rancho Cucamonga, CA, seeks a Financial Solutions Advisor Stage I to obtain SIE, Series 7 and Series 66 licenses and guide clients with advisory solutions until advancing to higher levels.

You’ll start in a financial center delivering core banking and investment solutions while building relationships with a diverse client base and growing financial knowledge through structured licensing programs.