Financial Solutions Advisor I: Start SIE & Series Licenses

Bank of America; Santa Monica (CA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Licensing support

Training programs

Mentorship

Job summary

Bank of America in Santa Monica, CA is hiring a Financial Solutions Advisor Stage I. You will begin with licensing coursework (SIE, Series 7, Series 66) and progress into customer‑facing advisory roles within a financial center.

You’ll cultivate client relationships, assess financial needs, and offer solutions while partnering with banking and Merrill partners to address a broad range of client goals. A clear licensing path and structured development support success.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Strong collaboration and communication to build peer relationships.
• Ability to manage multiple tasks in a fast-paced environment.
• Willing to learn and adapt to new technology.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66).
• Build and manage client relationships with a consultative approach.
• Identify client needs and propose appropriate financial solutions.
• Collaborate with banking and investment partners to serve client goals.
• Develop professional network through the Academy and intra‑office opportunities.

Skills

Client experience

Branding

Client solutions

Advisory

Investment management

Pipeline management

Referral management

Client management

Customer focus

Portfolio management

Prospecting

Risk management

Oral communications

Trading

Education

High School Diploma / GED / Secondary School or equivalent

FINRA SIE / Series 7 / Series 66 prerequisites

Job description

Bank of America in Santa Monica, CA is hiring a Financial Solutions Advisor Stage I. You will begin with licensing coursework (SIE, Series 7, Series 66) and progress into customer‑facing advisory roles within a financial center.

You’ll cultivate client relationships, assess financial needs, and offer solutions while partnering with banking and Merrill partners to address a broad range of client goals. A clear licensing path and structured development support success.