Financial Solutions Advisor - License Path & Client Impact

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

Job summary

Bank of America is hiring for a Financial Solutions Advisor Stage I. You will begin with Securities Industry licensing (SIE, Series 7, Series 66) and learn to build and manage client relationships while advising on core banking and investment solutions.

Training focuses on a structured path to Stage II and opportunities across Bank of America and Merrill. Role requires opening a financial center, progressing through licensing milestones, and delivering human-centered, compliant financial

Qualifications

• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.
• Bachelor's degree required or equivalent work experience in a client-facing role.
• Demonstrates the ability to build and manage client relationships and to deliver guidance.

Responsibilities

• Acquire, build and manage client relationships and assess clients' financial needs and goals.
• Deliver end-to-end advisory with a consultative approach to meet clients' financial objectives.
• Collaborate with banking and investment partners to connect clients with suitable solutions.

Skills

Advisory

Account Management

Client Experience

Customer Focus

Oral Communications

Issue Management

Client Solutions

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies & Guidelines

Education

Bachelor's degree

Job description

Bank of America is hiring for a Financial Solutions Advisor Stage I. You will begin with Securities Industry licensing (SIE, Series 7, Series 66) and learn to build and manage client relationships while advising on core banking and investment solutions.

Training focuses on a structured path to Stage II and opportunities across Bank of America and Merrill. Role requires opening a financial center, progressing through licensing milestones, and delivering human-centered, compliant financial