Financial Solutions Advisor — SIE/Series 7 Prep

National Black MBA Association; San Francisco, Northern (CA, KY); Hybrid; USD 60,000 - 70,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and move into client-focused advisory work within a financial center in San Francisco. You will learn to build and manage client relationships, analyze financial needs, and offer suitable solutions.

The role includes progressing through stages, earning licenses, and joining Merrill for broader career growth in a collaborative, in-office environment with an emphasis on

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

Client Solutions

Investment Mgmt

Pipeline Mgmt

Referral Mgmt

Client Mgmt

Customer Focus

Portfolio Mgmt

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communication

Risk Management

Trading

Education

Bachelor's degree

High School Diploma

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and move into client-focused advisory work within a financial center in San Francisco. You will learn to build and manage client relationships, analyze financial needs, and offer suitable solutions.

The role includes progressing through stages, earning licenses, and joining Merrill for broader career growth in a collaborative, in-office environment with an emphasis on