Financial Solutions Advisor - Licenses & Client Growth

Bank of America; Oceanside (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Licensing support (SIE, Series 7/66)

Networking opportunities

Structured client advisory

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, Series 66) and learn to build and manage client relationships while delivering banking and investment solutions. You will start in a financial center, develop core advisory skills, and be supported by structured training and a clear progression path.

As you progress to Stage II, you’ll expand your portfolio, collaborate with banking partners, and help clients achieve their financial goals.

Qualifications

• High School Diploma or GED required.
• Bachelor’s degree preferred or equivalent experience in financial services.

Responsibilities

• Acquire, build and manage client relationships and understand client needs.
• Provide advice and solutions based on a client’s financial picture.
• Deliver core banking, investment solutions and client care in collaboration with partners.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, Series 66) and learn to build and manage client relationships while delivering banking and investment solutions. You will start in a financial center, develop core advisory skills, and be supported by structured training and a clear progression path.

As you progress to Stage II, you’ll expand your portfolio, collaborate with banking partners, and help clients achieve their financial goals.