Financial Solutions Advisor Intern — Licensing & Client Growth

Bank of America; California (MO); On-site; USD 38,572 - 45,460; Full time

Job summary

A financial institution in California is looking for a Financial Solutions Advisor Registration Candidate to provide client advisory services, manage relationships, and comply with licensing requirements. The role demands strong communication, customer focus, and the ability to thrive in a fast-paced environment. Candidates should possess a high school diploma and demonstrate aptitude in obtaining financial licenses. This is a full-time position offering competitive pay and benefits, including the need for a flexible schedule.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Strong ability to build peer relationships through effective communication and collaboration.
• Results-driven mindset with prioritization of client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously and adapt to new technology or applications.

Responsibilities

• Obtain required securities licenses through structured lessons and dedicated study time.
• Deliver client advisory services and identify client needs.
• Build and manage client relationships with core banking and investment partners.
• Participate in Academy programs and resources to progress in the role.
• Maintain compliance with SAFE Act registration requirements.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

A financial institution in California is looking for a Financial Solutions Advisor Registration Candidate to provide client advisory services, manage relationships, and comply with licensing requirements. The role demands strong communication, customer focus, and the ability to thrive in a fast-paced environment. Candidates should possess a high school diploma and demonstrate aptitude in obtaining financial licenses. This is a full-time position offering competitive pay and benefits, including the need for a flexible schedule.