Licensed Financial Solutions Advisor

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

Benefits offered by this job

World-class training

One-on-one coaching

License exam preparation (SIE, Series

Series 7 & 66 study support

Networking opportunities

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining securities licenses (SIE, Series 7, Series 66) and to learn foundational advisory skills. You will acquire, build, and manage client relationships while guiding complex financial choices and solutions in a collaborative, in-office setting.

Training is provided to advance through stages and roles within Bank of America and Merrill.

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

Licensing aptitude

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining securities licenses (SIE, Series 7, Series 66) and to learn foundational advisory skills. You will acquire, build, and manage client relationships while guiding complex financial choices and solutions in a collaborative, in-office setting.

Training is provided to advance through stages and roles within Bank of America and Merrill.