Financial Solutions Advisor I: Start Your Licensed Advisory Career

Bank of America; Cypress (CA); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66) and build foundations in client relationships and financial planning.

You'll train with dedicated classes, progress to Stage II, and join a financial center to deliver core banking and investment solutions while focusing on compliant, consultative advice.

The Academy provides programs and resources to support advancement within Bank of America and Merrill as you grow.

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.

Skills

Licenses

Time management

Client relationships

Communication & collaboration

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66) and build foundations in client relationships and financial planning.

You'll train with dedicated classes, progress to Stage II, and join a financial center to deliver core banking and investment solutions while focusing on compliant, consultative advice.

The Academy provides programs and resources to support advancement within Bank of America and Merrill as you grow.