Licensed Financial Solutions Advisor I

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

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining essential securities licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills. The role progresses through stages, delivering comprehensive financial solutions to clients and collaborating with Merrill and core banking partners.

You will start in a financial center, building relationships with a diverse client base, and advancing through training and certification requirements to serve

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
• Desirable: Bachelor’s degree and/or financial services industry or sales experience.

Responsibilities

• Obtain required securities licenses and complete the Securities Industry Essentials (SIE), Series 7 and Series 66 exams.
• Build and manage client relationships and guide clients with financial advice and solutions.
• Deliver end‑to‑end client care and collaborate with banking and investment partners to meet client needs.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Prospecting

Executive Presence

Oral Communications

Risk Management

Trading

Business Acumen

Education

High School Diploma / GED

Bachelor’s degree (preferred)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining essential securities licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills. The role progresses through stages, delivering comprehensive financial solutions to clients and collaborating with Merrill and core banking partners.

You will start in a financial center, building relationships with a diverse client base, and advancing through training and certification requirements to serve