Financial Solutions Advisor — Start Your Licensing Path

Bank of America; Greenbrae Boardwalk (CA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading training

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, 66) and then develop advisory skills in a financial center, delivering core banking and investment solutions while building client relationships. The path promotes progression to Stage II and beyond with dedicated programs and training.

You will join an in-office culture focused on collaboration, licensing milestones, and helping clients achieve financial goals with a consultative

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.
• Strong communication and collaboration with peers.
• Willingness to obtain SIE, Series 7 and Series 66 licenses.

Skills

Licensing aptitude

Time management

Client relationships

Communication

Adaptability

Education

High School Diploma/GED

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, 66) and then develop advisory skills in a financial center, delivering core banking and investment solutions while building client relationships. The path promotes progression to Stage II and beyond with dedicated programs and training.

You will join an in-office culture focused on collaboration, licensing milestones, and helping clients achieve financial goals with a consultative