Financial Solutions Advisor: Launch Your SIE Licenses

Bank of America; Glendale (CA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Defined career path

Job summary

Bank of America in Glendale, CA is seeking a Financial Solutions Advisor Stage I to start license training and build foundational advisory skills. You will acquire SIE, Series 7, and Series 66 and begin serving clients with a consultative approach, progressing toward higher levels within the Bank of America and Merrill networks.

You will train in a financial center, develop client relationships, and work with banking partners to deliver comprehensive financial solutions.

Qualifications

• Proven ability to build client relationships and identify needs.
• Experience in delivering tailored financial guidance.
• Demonstrates a client‑first mindset under pressure.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66).
• Deliver end‑to‑end client advisory services in a financial center.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Education

High School Diploma / GED / Secondary School or equivalent

SIE / Bachelor’s degree preferred

Job description

Bank of America in Glendale, CA is seeking a Financial Solutions Advisor Stage I to start license training and build foundational advisory skills. You will acquire SIE, Series 7, and Series 66 and begin serving clients with a consultative approach, progressing toward higher levels within the Bank of America and Merrill networks.

You will train in a financial center, develop client relationships, and work with banking partners to deliver comprehensive financial solutions.