Financial Solutions Advisor I: Licensing to Series 7/66

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

Benefits offered by this job

Training program

One-on-one coaching

Licenses & exams

Networking opportunities

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in California to begin licensing with SIE, Series 7 and 66 exams. You’ll learn to acquire, build and manage client relationships, and guide clients with sound financial advice.

Starting in a financial center, you’ll progress to Stage II, expanding your practice across banking, investment solutions, and Merrill products with academy support and development opportunities.

Qualifications

• High school diploma or equivalent required.
• Experience in cultivating client relationships and needs analysis.
• Ability to obtain required licenses (SIE, Series 7/66) within timelines.

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

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I in California to begin licensing with SIE, Series 7 and 66 exams. You’ll learn to acquire, build and manage client relationships, and guide clients with sound financial advice.

Starting in a financial center, you’ll progress to Stage II, expanding your practice across banking, investment solutions, and Merrill products with academy support and development opportunities.