Financial Solutions Advisor: Licensing Path & Growth

Bank of America; Capitola (CA); Hybrid; USD 40,000 - 47,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin licensing and client advisory work. You will learn SIE, Series 7 and Series 66 while building relationships and delivering core banking and investment solutions.

As you progress to Stage II, you'll expand client coverage, collaborate with partners, and advance within Bank of America and Merrill, supported by the Academy. This role starts in a financial center with a clear path to broader responsibilities.

Qualifications

• Ability to obtain required industry licenses.
• Strong time management and capacity.
• Experience cultivating client relationships and needs-based solutions.
• Proven collaboration and communication skills.
• Results-driven with client interests in a fast-paced environment.
• Learns and adapts to new technology or applications.

Responsibilities

• Build and deepen client relationships while delivering advisory solutions.
• Provide end-to-end financial guidance and reviews.
• Collaborate with banking and investment partners to meet client needs.
• Support license development and progression through the academy.

Skills

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

FINRA SIE

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin licensing and client advisory work. You will learn SIE, Series 7 and Series 66 while building relationships and delivering core banking and investment solutions.

As you progress to Stage II, you'll expand client coverage, collaborate with partners, and advance within Bank of America and Merrill, supported by the Academy. This role starts in a financial center with a clear path to broader responsibilities.