Financial Solutions Advisor: Licensing Path & Client Impact

National Black MBA Association; Rancho Cucamonga (CA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

World-class training and on-boarding

One-on-one coaching

License prep: SIE, Series 7, 66

Networking with banking clients

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in California. You start by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build client relationships, advise on financial solutions, and deliver comprehensive financial guidance.

As you progress to Stage II, you expand client portfolios and develop broader banking and Merrill relationships. The role blends training, in-office collaboration, and gradual, structured career development.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

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

Bachelor’s degree

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in California. You start by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build client relationships, advise on financial solutions, and deliver comprehensive financial guidance.

As you progress to Stage II, you expand client portfolios and develop broader banking and Merrill relationships. The role blends training, in-office collaboration, and gradual, structured career development.