Financial Solutions Advisor: Licenses & Growth Path

Bank of America; Los Angeles (CA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Industry-leading benefits

Training and development programs

Job summary

Bank of America in Northridge, CA is seeking a Financial Solutions Advisor Stage I. You will pursue SIE, Series 7, and Series 66 licenses and begin serving clients with a consultative approach, building relationships and guiding financial decisions.

You will train through the Academy, progress to Stage II, and have opportunities to grow within Bank of America and Merrill. A structured development path and comprehensive benefits support this role.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships and advising clients.

Responsibilities

• Provide end-to-end advisory to clients, building strong relationships.
• Collaborate with banking and investment partners to meet client needs.
• Engage in ongoing training and licensing through the Academy.
• Support clients with comprehensive financial planning and product recommendations.

Skills

Licenses acquisition

Client relations

Time management

Communication

Technology adoption

Education

High School Diploma

Bachelor’s degree / FINRA SIE

Job description

Bank of America in Northridge, CA is seeking a Financial Solutions Advisor Stage I. You will pursue SIE, Series 7, and Series 66 licenses and begin serving clients with a consultative approach, building relationships and guiding financial decisions.

You will train through the Academy, progress to Stage II, and have opportunities to grow within Bank of America and Merrill. A structured development path and comprehensive benefits support this role.