Financial Solutions Advisor I: Licensing Path to Advisory

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

Benefits offered by this job

World-class training

One‑on‑one coaching

Structured license program

Networking opportunities

End‑to‑end client advisory

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and progress to advising clients on a comprehensive set of banking and investment solutions. You will learn to acquire, build, and manage client relationships while addressing complex financial needs.

Initial training focuses on SIE, Series 7 and 66 licenses, followed by growth into a financial center role with ongoing development through the Academy and cross‑functional collaboration with

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

• Obtain required securities licenses (e.g., SIE, Series 7, Series 66) through structured lessons and study time.
• Deliver end‑to‑end advisory services and client reviews with confidence.
• Collaborate with banking and investment partners to meet clients' financial needs.
• Build and manage relationships within a portfolio of clients.

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

Bachelor's degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and progress to advising clients on a comprehensive set of banking and investment solutions. You will learn to acquire, build, and manage client relationships while addressing complex financial needs.

Initial training focuses on SIE, Series 7 and 66 licenses, followed by growth into a financial center role with ongoing development through the Academy and cross‑functional collaboration with