Licensed Financial Solutions Advisor

Bank of America; San Rafael (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin license learning and client advisory development. You'll receive dedicated classes for SIE, Series 7 and Series 66 exams, then apply skills in client relationships and financial guidance within a Bank of America Merrill team.

As you progress to Stage II, you expand your advisory capabilities and client portfolio, supported by the Academy and structured programs to advance your career and earnings potential.

Qualifications

• Minimum Education Requirement is High School Diploma / GED or equivalent.
• Bachelor’s degree is listed as a desirable qualification.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66) and complete dedicated training.
• Build and manage client relationships, understand a client’s financial picture and provide solutions.
• Progress from Financial Solutions Advisor Stage I to Stage II with ongoing development.

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin license learning and client advisory development. You'll receive dedicated classes for SIE, Series 7 and Series 66 exams, then apply skills in client relationships and financial guidance within a Bank of America Merrill team.

As you progress to Stage II, you expand your advisory capabilities and client portfolio, supported by the Academy and structured programs to advance your career and earnings potential.