Financial Solutions Advisor: License Path & Client Impact

National Black MBA Association; Westminster (CA); On-site; USD 39,000 - 45,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in Westminster, CA. The role focuses on obtaining SIE, Series 7 and Series 66 licenses, then advising clients on a broad range of banking and investment solutions while building lasting relationships and understanding clients' financial needs.

Successful progression to Stage II follows, with ongoing training, exposure to Merrill and core banking partners, and opportunities to serve a diverse client portfolio in a collaborative,

Qualifications

• Aptitude in obtaining required industry licenses.
• Self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships and needs-based solutions.
• Ability to build peer relationships through clear communication.
• Results-driven mindset prioritizing client interests in a fast-paced setting.
• Demonstrates multi-tasking ability and adaptability to new technology.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor’s degree

High School Diploma / GED

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I in Westminster, CA. The role focuses on obtaining SIE, Series 7 and Series 66 licenses, then advising clients on a broad range of banking and investment solutions while building lasting relationships and understanding clients' financial needs.

Successful progression to Stage II follows, with ongoing training, exposure to Merrill and core banking partners, and opportunities to serve a diverse client portfolio in a collaborative,