Financial Solutions Advisor I: Licensing Path & Client Impact

Bank of America; Los Angeles (CA); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and build foundational skills in client relationship management and financial solutions.

Successful candidates will progress through stages within a financial center, supporting core banking and investment services while adhering to SAFE Act requirements and office attendance guidelines.

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.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
• Build your network by engaging with banking customers, small business owners and higher net worth clients alike.

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

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

FINRA SIE licensing

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and build foundational skills in client relationship management and financial solutions.

Successful candidates will progress through stages within a financial center, supporting core banking and investment services while adhering to SAFE Act requirements and office attendance guidelines.