Financial Solutions Advisor Licensing Path

Bank of America; Sunnyvale (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

World-class training and onboarding

Licensing & exam support (SIE, Series

Career development opportunities

Networking with banking and advisory p

Competitive benefits

Job summary

Bank of America is hiring for Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7, Series 66) and develop foundational advisory skills. You will build and manage client relationships, explore comprehensive financial solutions, and grow into Financial Solutions Advisor Stage II with expanded opportunities.

The Academy provides dedicated programs, tools, and resources to support progression.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.

Responsibilities

• Provide end-to-end, comprehensive advice and client reviews.
• Deliver presentations with confidence and recommend strategies to meet financial goals.
• Collaborate with core banking and investment partners to meet clients' financial needs.

Skills

Client Experience

Solution Advisory

Investment Management

Portfolio Management

Prospecting

Education

High School Diploma or equivalent

Bachelor’s degree or equivalent experience

Job description

Bank of America is hiring for Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7, Series 66) and develop foundational advisory skills. You will build and manage client relationships, explore comprehensive financial solutions, and grow into Financial Solutions Advisor Stage II with expanded opportunities.

The Academy provides dedicated programs, tools, and resources to support progression.