Licensed Financial Solutions Advisor - Build Client Wealth

Bank of America; Sonoma (CA); On-site; USD 28,000 - 47,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licenses, then guide clients with comprehensive banking and investment solutions. You will learn, build relationships, and advance through the Academy to broader advisory roles.

Responsibilities include acquiring SIE, Series 7, and Series 66 licenses within stated timelines while delivering exceptional client service in an in-office setting across multiple centers.

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.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66).
• Build and manage client relationships and provide advisory solutions.
• Deliver end-to-end banking and investment solutions to clients.
• Collaborate with banking and investment partners to meet client needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Education

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licenses, then guide clients with comprehensive banking and investment solutions. You will learn, build relationships, and advance through the Academy to broader advisory roles.

Responsibilities include acquiring SIE, Series 7, and Series 66 licenses within stated timelines while delivering exceptional client service in an in-office setting across multiple centers.