Licensed Financial Solutions Advisor

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

Benefits offered by this job

Benefits eligible

Training programs

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Downey, CA to help clients achieve financial goals. You will train toward SIE, Series 7, and Series 66 licenses and launch a career in client advisory, building relationships and delivering solutions.

You will start in a financial center with an emphasis on in‑person client engagement and progress through a defined development path with Academy support and ongoing coaching.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.
• Ability to communicate effectively and collaborate with peers.
• Willingness to learn and adapt to new technology.

Responsibilities

• Provide end‑to‑end comprehensive advice and present client reviews.
• Develop relationships with clients and business partners to identify solutions.
• Collaborate with banking and investment partners to meet client needs.
• Build and manage a portfolio of clients and deliver tailored financial strategies.

Skills

Client relationships

Time management

Communication

Sales experience

Education

High School Diploma / GED

FINRA SIE preferred

Tools

SIE

Series 7

Series 66

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in Downey, CA to help clients achieve financial goals. You will train toward SIE, Series 7, and Series 66 licenses and launch a career in client advisory, building relationships and delivering solutions.

You will start in a financial center with an emphasis on in‑person client engagement and progress through a defined development path with Academy support and ongoing coaching.