Financial Solutions Advisor I — Start Your Advisory Career

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is hiring for a Financial Solutions Advisor Stage I in the Napa and surrounding California market. You will begin with Securities Industry licenses (SIE, Series 7, Series 66) and progress toward advisory responsibilities within a financial center environment, supporting clients with banking, investments, and personalized financial guidance.

The program emphasizes structured training, license progression, and cross-functional collaboration with Merrill and banking partners to

Qualifications

• Aptitude in obtaining required industry licenses.

Responsibilities

• Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence.
• Collaborate with core banking and investment partners to meet clients' financial needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Risk Management

Attention to Detail

Policies Procedures Guidelines

Relationship Building

Sales & Prospecting

Education

Bachelor's degree

High School Diploma / GED

Job description

Bank of America is hiring for a Financial Solutions Advisor Stage I in the Napa and surrounding California market. You will begin with Securities Industry licenses (SIE, Series 7, Series 66) and progress toward advisory responsibilities within a financial center environment, supporting clients with banking, investments, and personalized financial guidance.

The program emphasizes structured training, license progression, and cross-functional collaboration with Merrill and banking partners to