Licensed Financial Solutions Advisor I

ghr; Fremont (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7 and 66) and then learn to build and manage client relationships, guiding them with financial advice and solutions to help them live their best financial lives. This role begins in-office with role-specific attendance requirements and a pathway to advisor responsibilities.

Upon licensing, you will work in a financial center to deliver personalized financial guidance,

Qualifications

• Licensing requirements for financial advisory (SIE, Series 7, Series 66) will be pursued after joining.

Responsibilities

• Build and manage client relationships to understand financial needs.
• Provide guidance and solutions to help clients achieve financial goals.

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7 and 66) and then learn to build and manage client relationships, guiding them with financial advice and solutions to help them live their best financial lives. This role begins in-office with role-specific attendance requirements and a pathway to advisor responsibilities.

Upon licensing, you will work in a financial center to deliver personalized financial guidance,