Financial Solutions Advisor: License Path & Client Growth

Bank of America; Novato (CA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Licensing training program

Career development via Academy

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) to begin with Securities Industry Licensing (SIE, Series 7, Series 66) and build client advisory skills. The role progresses toward Financial Solutions Advisor Stage II, with opportunities across Bank of America and Merrill.

Training through the Academy supports licensing and career growth. Position involves in-office collaboration, path to financial center assignments, and development within a structured licensing program

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.

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

Education

Bachelor's degree in finance or related field

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) to begin with Securities Industry Licensing (SIE, Series 7, Series 66) and build client advisory skills. The role progresses toward Financial Solutions Advisor Stage II, with opportunities across Bank of America and Merrill.

Training through the Academy supports licensing and career growth. Position involves in-office collaboration, path to financial center assignments, and development within a structured licensing program