Licensed Financial Solutions Advisor I – Growth Path

National Black MBA Association; Vallejo (CA); Hybrid; USD 40,000 - 46,000; Full time

Benefits offered by this job

Training and licensing support

Career development opportunities

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with Securities Industry license training (SIE, Series 7, Series 66) and develop core advisory skills. You will learn to acquire, build, and manage client relationships while guiding clients through complex financial needs.

Position progresses to Stage II with broader opportunities. The program emphasizes in-office collaboration, licensing milestones, and a path toward various roles within Bank of America and Merrill.

Qualifications

• Aptitude in obtaining required industry licenses (SIE, Series 7, 66).
• Bachelor’s degree and/or one year of financial services or sales experience.
• Strong relationship-building and consultative sales skills.

Responsibilities

• Build client relationships and identify client financial needs.
• Provide end-to-end client care and present tailored solutions.
• Work toward obtaining securities licenses and advancing within the Financial Solutions Advisor track.

Skills

Client Experience

Client Solutions Advisory

Investment Management

Portfolio Management

Risk Management

Trading

Oral Communications

Education

Bachelor’s degree

High School Diploma / GED

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with Securities Industry license training (SIE, Series 7, Series 66) and develop core advisory skills. You will learn to acquire, build, and manage client relationships while guiding clients through complex financial needs.

Position progresses to Stage II with broader opportunities. The program emphasizes in-office collaboration, licensing milestones, and a path toward various roles within Bank of America and Merrill.