Licensed Financial Solutions Advisor I: Grow Client Wealth

Bank of America; Healdsburg (CA); On-site; USD 82,667,000 - 96,421,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with licensing and foundational client advisory training. You will learn to drive end-to-end client relationships, offering banking and investment solutions while maintaining a focus on compliant, human-centric guidance.

Upon licensure, you will advance through stages, expanding your skill set and client portfolio within Bank of America and Merrill.

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.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Obtain required securities industry licenses (SIE, Series 7, Series 66) through structured lessons.
• Build and manage client relationships, delivering comprehensive financial advice.
• Guide clients through a broad set of Bank of America and Merrill solutions.
• Collaborate with banking and investment partners to meet client needs.
• Progress through defined roles within the Academy and financial centers.

Skills

Advisory

Account Management

Client Experience

Customer Focus

Oral Communications

Issue Management

Client Solutions

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies & Guidelines

Education

Bachelor's degree

High School Diploma

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin with licensing and foundational client advisory training. You will learn to drive end-to-end client relationships, offering banking and investment solutions while maintaining a focus on compliant, human-centric guidance.

Upon licensure, you will advance through stages, expanding your skill set and client portfolio within Bank of America and Merrill.