Financial Solutions Advisor I: Licensing Path to Growth

Bank of America; Fremont (CA); On-site; USD 28,000 - 47,000; Full time

Job summary

Bank of America is recruiting for a Financial Solutions Advisor Stage I. You start by obtaining your Securities Industry licenses (SIE, Series 7, Series 66) and learn to build and manage client relationships while understanding a client’s financial picture.

The role progresses through staged development into Advisor roles within Bank of America and Merrill. Initial training focuses on acquiring licenses, foundational advisory skills, and transitioning to a financial center where you deliver core

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 environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end‑to‑end comprehensive advice and client reviews.
• Deliver presentations with confidence and propose strategies to meet financial goals.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Prospecting

Referral Management

Client Management

Risk Management

Trading

Executive Presence

Oral Communications

Business Acumen

Customer and Client Focus

Pipeline Management

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America is recruiting for a Financial Solutions Advisor Stage I. You start by obtaining your Securities Industry licenses (SIE, Series 7, Series 66) and learn to build and manage client relationships while understanding a client’s financial picture.

The role progresses through staged development into Advisor roles within Bank of America and Merrill. Initial training focuses on acquiring licenses, foundational advisory skills, and transitioning to a financial center where you deliver core