Financial Solutions Advisor: Licenses & Career Growth

Bank of America; Santa Ana (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to start with Securities Industry Essentials (SIE), Series 7 and Series 66 exams, and to learn foundational client advisory skills.

You will build and manage client relationships, assess financial needs, and provide solutions in a bank financial center. Upon licensing, you may progress to Stage II and beyond with ongoing training and development.

Qualifications

• Licensing required: SIE, Series 7 and Series 66 exams.
• Training provided to develop advisory skills and client relationships.

Responsibilities

• Acquire, build and manage client relationships while guiding clients with financial solutions.
• Deliver core banking and investment guidance within a financial center.

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to start with Securities Industry Essentials (SIE), Series 7 and Series 66 exams, and to learn foundational client advisory skills.

You will build and manage client relationships, assess financial needs, and provide solutions in a bank financial center. Upon licensing, you may progress to Stage II and beyond with ongoing training and development.