Financial Solutions Advisor I: Start Licensing

Bank of America; California (MO); On-site; USD 39,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Competitive benefits

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses through dedicated classes, and to learn the foundations of client relationships and financial guidance.

You will progress to a financial center role delivering core banking and investment solutions, with a clear path to Stage II and opportunities to advance within Bank of America and Merrill, supported by an in‑office culture with flexible, role-based scheduling.

Qualifications

• Must obtain required industry licenses (SIE, Series 7, Series 66).
• Experience in cultivating client relationships and identifying client needs.
• Ability to communicate effectively and manage multiple tasks in a fast-paced environment.

Skills

Client Experience

Oral Communications

Risk Management

Executive Presence

Client Solutions

Education

High School Diploma / GED

SIE Bachelor’s degree (desirable)

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses through dedicated classes, and to learn the foundations of client relationships and financial guidance.

You will progress to a financial center role delivering core banking and investment solutions, with a clear path to Stage II and opportunities to advance within Bank of America and Merrill, supported by an in‑office culture with flexible, role-based scheduling.