Financial Solutions Advisor: SIE & Series Licensing Track

Bank of America; Fresno (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America in Fresno, CA is seeking a Financial Solutions Advisor Stage I to begin the licensing path with SIE, Series 7, and Series 66. You will learn to acquire, build and manage client relationships while aligning financial solutions to clients’ goals.

This entry-level role offers in-branch training, mentorship, and clear progression to Stage II and beyond. You will train to obtain required licenses, work with banking and Merrill partners, and help clients plan holistically.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.
• Ability to build peer relationships through clear communication.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to learn new technology and applications.

Skills

SIE

Series 7/66

Client relationship management

Sales orientation

Time management

Education

High School Diploma or GED

Job description

Bank of America in Fresno, CA is seeking a Financial Solutions Advisor Stage I to begin the licensing path with SIE, Series 7, and Series 66. You will learn to acquire, build and manage client relationships while aligning financial solutions to clients’ goals.

This entry-level role offers in-branch training, mentorship, and clear progression to Stage II and beyond. You will train to obtain required licenses, work with banking and Merrill partners, and help clients plan holistically.