Financial Solutions Advisor I — Start Licensing Path

National Black MBA Association; Fresno, Northern (CA, KY); Hybrid; USD 40,000 - 47,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Fresno, CA. The role focuses on building client relationships, delivering banking and investment guidance, and completing necessary securities licenses (SIE, Series 7, Series 66) as part of a structured development program.

Initial training emphasizes acquiring, growing, and managing client relationships, with progression to more advanced advisory duties.

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, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Acquire, build and manage client relationships with a focus on delivering comprehensive financial guidance.
• Deliver end-to-end client services and advice across banking and investment solutions.
• Collaborate with banking and investment partners to meet clients' financial needs.

Skills

Client Experience

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 / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in Fresno, CA. The role focuses on building client relationships, delivering banking and investment guidance, and completing necessary securities licenses (SIE, Series 7, Series 66) as part of a structured development program.

Initial training emphasizes acquiring, growing, and managing client relationships, with progression to more advanced advisory duties.