Financial Solutions Advisor I: SIE/Series Licenses Path

NBMBAA; Santa Ana (CA); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Licensing study programs

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses, including SIE, Series 7 and Series 66. You will learn foundational advisory skills, acquire clients, and manage relationships to guide them with advice and solutions.

Training is provided, followed by placement in a financial center to deliver core banking and investment solutions. As you progress to Stage II, you will deepen your client base, expand your advisory capabilities,

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.
• Proven ability to build strong peer relationships through communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing clients' interests in a fast-paced environment.
• Ability to juggle multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66) within specified time frames.
• Build and manage client relationships and advise on financial solutions.
• Deliver end-to-end client reviews and presentations with confidence.
• Collaborate with banking and investment partners to meet clients' financial needs.

Skills

Client Experience

Branding

Advisory Skills

Investment Management

Pipeline Management

Referral Management

Client Management

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree and/or 1 year financial services/sales experience

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses, including SIE, Series 7 and Series 66. You will learn foundational advisory skills, acquire clients, and manage relationships to guide them with advice and solutions.

Training is provided, followed by placement in a financial center to deliver core banking and investment solutions. As you progress to Stage II, you will deepen your client base, expand your advisory capabilities,