Financial Solutions Advisor I: Start Your Securities Career

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

Benefits offered by this job

Licensing training

Structured career path

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in an in-office setting to begin with Securities Industry Essentials (SIE), Series 7 and Series 66 licensing tracks. You will learn to acquire, build, and manage client relationships while understanding a client’s financial picture and delivering tailored solutions to help them live their best financial lives.

The program progresses toward the Financial Solutions Advisor Stage II, expanding relationships within a banking center and

Qualifications

• High School Diploma or GED required.
• Bachelor's degree preferred for advanced roles.
• Licensing prerequisites (SIE, Series 7/66) will be provided through training.

Responsibilities

• Acquire, build and manage client relationships.
• Deliver core banking and investment solutions.
• Guide clients to align financial plans with personal goals.

Skills

Client Relationship Management

Investment Management

Portfolio Management

Executive Presence

Oral Communications

Risk Management

Education

High School Diploma / GED

Bachelor's degree (preferred)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in an in-office setting to begin with Securities Industry Essentials (SIE), Series 7 and Series 66 licensing tracks. You will learn to acquire, build, and manage client relationships while understanding a client’s financial picture and delivering tailored solutions to help them live their best financial lives.

The program progresses toward the Financial Solutions Advisor Stage II, expanding relationships within a banking center and