Licensed Financial Solutions Advisor I

National Black MBA Association; Irvine, Northern (CA, KY); Hybrid; USD 82,750,000 - 96,421,000; Full time

Job summary

Bank of America in Irvine is seeking a Financial Solutions Advisor Stage I who will pursue securities licenses (SIE, Series 7, Series 66) and then build client relationships while delivering core banking and investment solutions. The role begins with foundational training and progresses through the Academy with dedicated coaching and career growth.

You will develop client advisory skills, work with partners across banking and Merrill, and help clients plan for broader financial goals.

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.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Responsibilities

• Acquire, build and manage client relationships to deliver personalized financial solutions.
• Deliver end-to-end banking and investment guidance in collaboration with partners.
• Assess clients' financial goals and create suitable recommendations and plans.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma or equivalent

Job description

Bank of America in Irvine is seeking a Financial Solutions Advisor Stage I who will pursue securities licenses (SIE, Series 7, Series 66) and then build client relationships while delivering core banking and investment solutions. The role begins with foundational training and progresses through the Academy with dedicated coaching and career growth.

You will develop client advisory skills, work with partners across banking and Merrill, and help clients plan for broader financial goals.