Licensed Financial Solutions Advisor – Growth Path

Bank of America; Palmdale (CA); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing in SIE, Series 7 and 66 while learning advisory skills. The role progresses toward a Financial Solutions Advisor Stage II with opportunities across Bank of America and Merrill.

Join an in-office culture with structured training, coaching, and a path to build client relationships and deliver comprehensive financial guidance.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and identifying needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration with peers.
• Interest in building a career in financial services.

Responsibilities

• Provide end-to-end client advisory and relationship management.
• Assist clients with financial solutions across core banking and investment products.
• Pursue required securities licenses (SIE, Series 7, 66) per program schedule.
• Collaborate with banking and advisory partners to meet client needs.

Skills

License pursuit

Client relationships

Time management

Communication

Sales orientation

Multitasking

Education

High School Diploma / GED

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing in SIE, Series 7 and 66 while learning advisory skills. The role progresses toward a Financial Solutions Advisor Stage II with opportunities across Bank of America and Merrill.

Join an in-office culture with structured training, coaching, and a path to build client relationships and deliver comprehensive financial guidance.