Financial Solutions Advisor - License Path & Client Growth

Bank of America; West Hollywood (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Structured licensing program

Job summary

Bank of America in West Hollywood, CA is seeking a Financial Solutions Advisor Stage I who will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build and manage client relationships while delivering core banking and investment solutions.

The role offers structured training, ongoing coaching, and clear path to progression as you move toward more advanced advisory opportunities within Bank of America and Merrill.

Qualifications

• Willingness to obtain Securities Industry licenses (SIE, Series 7, Series 66) within required timelines.
• Ability to build and manage client relationships and understand financial needs.
• Commitment to Bank of America's in-office culture and development programs.

Responsibilities

• Begin by earning securities licenses and applying foundational advisor skills.
• Develop relationships with clients and stakeholders while learning banking and investment solutions.
• Progress through stages toward Financial Solutions Advisor II with ongoing coaching.

Skills

Client relationship management

Communication skills

Tools

SIE License

Series 7 License

Series 66 License

Job description

Bank of America in West Hollywood, CA is seeking a Financial Solutions Advisor Stage I who will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build and manage client relationships while delivering core banking and investment solutions.

The role offers structured training, ongoing coaching, and clear path to progression as you move toward more advanced advisory opportunities within Bank of America and Merrill.