Financial Solutions Advisor I: Licensing Path & Growth

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

Job summary

Bank of America in multiple California locations seeks a Financial Solutions Advisor Stage I. You will begin with obtaining required licenses (SIE, Series 7, 66) and progress by building relationships and delivering financial advice.

You will start in a financial center, interacting with banking customers and higher net worth clients, while collaborating with banking and investment teams to provide holistic 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.

Responsibilities

• Provide end-to-end comprehensive financial advice to clients.
• Deliver client reviews/presentations with confidence.
• Collaborate with core banking and investment partners to meet client needs.

Skills

Advisory

Account Management

Client Experience

Customer Focus

Oral Communications

Written Communications

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies & Guidelines

Client Management

Causation Analysis

Team Collaboration

Education

High School Diploma / GED

Job description

Bank of America in multiple California locations seeks a Financial Solutions Advisor Stage I. You will begin with obtaining required licenses (SIE, Series 7, 66) and progress by building relationships and delivering financial advice.

You will start in a financial center, interacting with banking customers and higher net worth clients, while collaborating with banking and investment teams to provide holistic solutions.