Licensed Financial Solutions Advisor - Growth Path

Bank of America; Seacliff (CA); On-site; USD 39,000 - 47,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing training and to develop foundational advisory skills. The role focuses on acquiring and managing client relationships, guiding clients through financial decisions, and delivering banking and investment solutions within the Bank of America/Merrill ecosystem.

Initial training covers SIE, Series 7 and 66 licensing with milestones toward advancing to Stage II and broader career opportunities.

Qualifications

• Must obtain required industry licenses (SIE, Series 7, Series 66)
• Strong time management and capacity planning
• Experience building client relationships and identifying needs, delivering solutions

Responsibilities

• Acquire, build and manage client relationships and consider clients' complex financial picture
• Provide comprehensive advice and solutions to help clients meet financial goals
• Deliver core banking and investment solutions in coordination with partners

Skills

Client Experience

Investment Management

Pipeline Management

Prospecting

Risk Management

Trading

Executive Presence

Oral Communications

Business Acumen

Education

High School Diploma / GED

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing training and to develop foundational advisory skills. The role focuses on acquiring and managing client relationships, guiding clients through financial decisions, and delivering banking and investment solutions within the Bank of America/Merrill ecosystem.

Initial training covers SIE, Series 7 and 66 licensing with milestones toward advancing to Stage II and broader career opportunities.