Financial Solutions Advisor: Licenses & Growth Path

Bank of America; Milpitas (CA); On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in Milpitas, CA to begin with obtaining SIE, Series 7 and Series 66 licenses and to deliver core banking and investment solutions to clients. You will learn advisory skills, build client relationships, and progress toward more advanced roles within Merrill and the Academy-supported program.

Initial duties include acquiring licenses, practicing consultative solutions, and serving clients with a focus on responsible growth in a

Qualifications

• Bachelor’s degree or one year of financial services or sales experience.
• FINRA SIE is preferred or required.
• Willingness to obtain Series 7 and Series 66 within stated timelines.

Responsibilities

• Provide end-to-end financial guidance and solutions to clients.
• Build and manage relationships with a portfolio of clients.
• Collaborate with banking and investment partners to meet client needs.
• Conduct client reviews and present recommendations to help achieve goals.

Skills

Client Experience

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Risk Management

Trading

Oral Communications

Education

Bachelor’s degree

High School Diploma

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I in Milpitas, CA to begin with obtaining SIE, Series 7 and Series 66 licenses and to deliver core banking and investment solutions to clients. You will learn advisory skills, build client relationships, and progress toward more advanced roles within Merrill and the Academy-supported program.

Initial duties include acquiring licenses, practicing consultative solutions, and serving clients with a focus on responsible growth in a