Financial Solutions Advisor I - Licensing Path to Growth

Bank of America; San Francisco (CA); On-site; USD 82,667,000 - 96,421,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then apply foundational advisory skills in a financial center. You will learn to acquire, build and manage client relationships while considering a client’s complex financial picture and offering suitable solutions.

The program emphasizes in‑office collaboration and ongoing development within Merrill.

Qualifications

• Requires obtaining industry licenses (SIE, Series 7, 66) within designated timelines.
• Experience in building and managing client relationships with a consultative approach.
• Ability to learn and adapt to financial products and regulatory requirements.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, 66).
• Build and manage client relationships and assess financial needs.
• Provide end‑to‑end financial guidance and solutions to clients.

Skills

Client relationships

Time management

Communication

Sales mindset

Adaptability

Financial literacy

Networking

Prospecting

Executive presence

Risk awareness

Education

High School Diploma

Bachelor’s degree

Tools

SIE License prep

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then apply foundational advisory skills in a financial center. You will learn to acquire, build and manage client relationships while considering a client’s complex financial picture and offering suitable solutions.

The program emphasizes in‑office collaboration and ongoing development within Merrill.