Financial Solutions Advisor I — Start Your Licensing Path

Bank of America; California; On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Licensing training

Career progression program

In-office training

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in California. You will study for SIE, Series 7, and Series 66 while developing foundational advisory skills, building client relationships, and learning to guide clients through complex financial decisions.

This in-office role emphasizes collaboration with banking and Merrill partners to deliver comprehensive solutions. Successful progression to Stage II is available as you gain licenses and experience, with structured programs and

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and identifying client needs.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Obtain required securities licenses (SIE, Series 7/66) within the stated timeline.
• Build and manage a client base, delivering tailored financial solutions.
• Collaborate with banking and investment partners to meet client needs.

Skills

Licensing process

Client relationship management

Time management

Communication

Education

Bachelor's degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I in California. You will study for SIE, Series 7, and Series 66 while developing foundational advisory skills, building client relationships, and learning to guide clients through complex financial decisions.

This in-office role emphasizes collaboration with banking and Merrill partners to deliver comprehensive solutions. Successful progression to Stage II is available as you gain licenses and experience, with structured programs and