Financial Solutions Advisor - Launch Your Licensed Career

Bank of America; Scotts Valley (CA); Hybrid; USD 40,000 - 45,000; Full time

Benefits offered by this job

Training and onboarding programs

Licensing support (SIE, Series 7, 66)

Career progression opportunities

Job summary

Bank of America is actively recruiting for a Financial Solutions Advisor Stage I, located in California. You will begin with Securities Industry Essentials and investment-licensing training, then transition to providing comprehensive client advice and solutions in a financial center setting.

Success leads to Stage II with expanded client portfolios and opportunities to advance within Bank of America and Merrill.

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.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Acquire, build and manage client relationships and guide them with advice and solutions.
• Deliver core banking, investment solutions and client care.
• Progress through stages with licensing and training; pursue FSA I/II paths.

Skills

Client Experience

Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Prospecting

Executive Presence

Oral Communications

Risk Management

Trading

Customer and Client Focus

Education

High School Diploma / GED

Job description

Bank of America is actively recruiting for a Financial Solutions Advisor Stage I, located in California. You will begin with Securities Industry Essentials and investment-licensing training, then transition to providing comprehensive client advice and solutions in a financial center setting.

Success leads to Stage II with expanded client portfolios and opportunities to advance within Bank of America and Merrill.